LINCOLN NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LNL AGENTS' 401(K) SAVINGS PLAN
Measure | Date | Value |
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2022 : LNL AGENTS' 401(K) SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-16,787,328 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-16,787,328 |
Total transfer of assets to this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $19,034,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $239,421,503 |
Value of total assets at beginning of year | 2022-12-31 | $309,884,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,255 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,452,272 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $4,184,751 |
Participant contributions at end of year | 2022-12-31 | $1,516,006 |
Participant contributions at beginning of year | 2022-12-31 | $1,878,461 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $14,897,646 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $19,249,657 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $337,773 |
Other income not declared elsewhere | 2022-12-31 | $-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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $4,255 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,973,615 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $50,798,234 |
Interest on participant loans | 2022-12-31 | $84,679 |
Interest earned on other investments | 2022-12-31 | $1,893,613 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $110,928,785 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $139,883,843 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $480,724 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $829,207 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $829,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $61,140,630 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-24,000,430 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $16,141,961 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $31,282,276 |
Contributions received in cash from employer | 2022-12-31 | $1,410,958 |
Employer contributions (assets) at end of year | 2022-12-31 | $342,136 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $811,754 |
Income. Dividends from common stock | 2022-12-31 | $831,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $19,029,966 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN |
Accountancy firm EIN | 2022-12-31 | 222428965 |
2021 : LNL AGENTS' 401(K) SAVINGS PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $10,157,980 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $10,157,980 |
Total transfer of assets to this plan | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $25,165,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $25,150,085 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $4,740 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $309,884,210 |
Value of total assets at beginning of year | 2021-12-31 | $288,521,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,169 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,834,773 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,286,463 |
Participant contributions at end of year | 2021-12-31 | $1,878,461 |
Participant contributions at beginning of year | 2021-12-31 | $2,409,395 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $19,249,657 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $16,351,998 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $911,739 |
Other income not declared elsewhere | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $6,169 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $50,798,234 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $45,771,109 |
Interest on participant loans | 2021-12-31 | $116,739 |
Interest earned on other investments | 2021-12-31 | $1,925,420 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $139,883,843 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $132,076,476 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $829,207 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $628,898 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $628,898 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $65,150,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $12,997,419 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $31,282,276 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $29,419,423 |
Contributions received in cash from employer | 2021-12-31 | $2,016,172 |
Employer contributions (assets) at end of year | 2021-12-31 | $811,754 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $337,603 |
Income. Dividends from common stock | 2021-12-31 | $847,440 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $25,150,085 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MITCHELL & TITUS, LLP |
Accountancy firm EIN | 2021-12-31 | 132781641 |
2020 : LNL AGENTS' 401(K) SAVINGS PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $987,411 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $987,411 |
Total transfer of assets from this plan | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $18,243,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $18,186,481 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $14,755 |
Value of total corrective distributions | 2020-12-31 | $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 year | 2020-12-31 | $288,521,847 |
Value of total assets at beginning of year | 2020-12-31 | $260,024,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,361 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,925,735 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,713,487 |
Participant contributions at end of year | 2020-12-31 | $2,409,395 |
Participant contributions at beginning of year | 2020-12-31 | $2,786,781 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $16,351,998 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $4,361 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $45,771,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $36,749,111 |
Interest on participant loans | 2020-12-31 | $164,426 |
Interest earned on other investments | 2020-12-31 | $1,678,127 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $132,076,476 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $126,075,243 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $628,898 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $914,466 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $914,466 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $61,526,945 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $19,985,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $29,419,423 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $27,898,122 |
Contributions received in cash from employer | 2020-12-31 | $1,597,540 |
Employer contributions (assets) at end of year | 2020-12-31 | $337,603 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $711,132 |
Income. Dividends from common stock | 2020-12-31 | $982,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $18,186,481 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MITCHELL & TITUS, LLP |
Accountancy firm EIN | 2020-12-31 | 132781641 |
2019 : LNL AGENTS' 401(K) SAVINGS PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,882,860 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,882,860 |
Total transfer of assets to this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $20,606,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,462,549 |
Value of total corrective distributions | 2019-12-31 | $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 year | 2019-12-31 | $260,024,415 |
Value of total assets at beginning of year | 2019-12-31 | $231,512,430 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,421 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,517,884 |
Administrative expenses professional fees incurred | 2019-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,464,280 |
Participant contributions at end of year | 2019-12-31 | $2,786,781 |
Participant contributions at beginning of year | 2019-12-31 | $2,997,067 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $10,351,669 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $2,421 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $36,749,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $89,770,715 |
Interest on participant loans | 2019-12-31 | $150,449 |
Interest earned on other investments | 2019-12-31 | $1,623,354 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $126,075,243 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $49,711,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $914,466 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $842,291 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $842,291 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $54,537,891 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $22,139,625 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $27,898,122 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $24,841,131 |
Contributions received in cash from employer | 2019-12-31 | $2,116,914 |
Employer contributions (assets) at end of year | 2019-12-31 | $711,132 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $581,791 |
Income. Dividends from common stock | 2019-12-31 | $706,500 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $20,462,549 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MITCHELL & TITUS, LLP |
Accountancy firm EIN | 2019-12-31 | 132781641 |
2018 : LNL AGENTS' 401(K) SAVINGS PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-11,948,914 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-11,948,914 |
Total transfer of assets to this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $18,463,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $231,512,430 |
Value of total assets at beginning of year | 2018-12-31 | $260,305,727 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,188 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,499,603 |
Administrative expenses professional fees incurred | 2018-12-31 | $9,200 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,675,279 |
Participant contributions at end of year | 2018-12-31 | $2,997,067 |
Participant contributions at beginning of year | 2018-12-31 | $3,276,126 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $8,151,382 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $9,405,550 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $299,556 |
Other income not declared elsewhere | 2018-12-31 | $-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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $5,988 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $89,770,715 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $46,977,917 |
Interest on participant loans | 2018-12-31 | $153,023 |
Interest earned on other investments | 2018-12-31 | $1,611,641 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $49,711,414 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $108,787,150 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $842,291 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,075,154 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,075,154 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $54,616,639 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $-4,529,756 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $24,841,131 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $34,876,203 |
Contributions received in cash from employer | 2018-12-31 | $1,899,627 |
Employer contributions (assets) at end of year | 2018-12-31 | $581,791 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $177,819 |
Income. Dividends from common stock | 2018-12-31 | $606,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $18,448,437 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MITCHELL & TITUS, LLP |
Accountancy firm EIN | 2018-12-31 | 132781641 |
2017 : LNL AGENTS' 401(K) SAVINGS PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $5,119,243 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $5,119,243 |
Total transfer of assets to this plan | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,518,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $260,305,727 |
Value of total assets at beginning of year | 2017-12-31 | $230,194,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,899 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,313,050 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,565,971 |
Participant contributions at end of year | 2017-12-31 | $3,276,126 |
Participant contributions at beginning of year | 2017-12-31 | $3,625,254 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $9,405,550 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $7,542,173 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,472,848 |
Other income not declared elsewhere | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $6,899 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $46,977,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $34,490,556 |
Interest on participant loans | 2017-12-31 | $159,164 |
Interest earned on other investments | 2017-12-31 | $1,619,584 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $108,787,150 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $95,766,925 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,075,154 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,061,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,061,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $55,729,808 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $16,320,704 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $34,876,203 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $34,221,445 |
Contributions received in cash from employer | 2017-12-31 | $1,407,785 |
Employer contributions (assets) at end of year | 2017-12-31 | $177,819 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $575,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,511,275 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | MITCHELL & TITUS, LLP |
Accountancy firm EIN | 2017-12-31 | 132781641 |
2016 : LNL AGENTS' 401(K) SAVINGS PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $9,730,563 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $9,730,563 |
Total transfer of assets to this plan | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $15,583,229 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $230,194,993 |
Value of total assets at beginning of year | 2016-12-31 | $214,014,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $659,036 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,896,728 |
Participant contributions at end of year | 2016-12-31 | $3,625,254 |
Participant contributions at beginning of year | 2016-12-31 | $3,662,438 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $7,542,173 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $7,725,447 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,083,017 |
Other income not declared elsewhere | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $34,490,556 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $32,592,681 |
Interest on participant loans | 2016-12-31 | $157,049 |
Interest earned on other investments | 2016-12-31 | $1,399,193 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $95,766,925 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $92,645,397 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,061,120 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $876,855 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $876,855 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $53,487,520 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $7,090,774 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $34,221,445 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $31,345,470 |
Contributions received in cash from employer | 2016-12-31 | $1,315,526 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,430,277 |
Income. Dividends from common stock | 2016-12-31 | $635,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $15,583,229 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : LNL AGENTS' 401(K) SAVINGS PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,739,408 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,739,408 |
Total transfer of assets to this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $13,444,717 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $214,014,109 |
Value of total assets at beginning of year | 2015-12-31 | $218,833,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $57,539 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,994,736 |
Administrative expenses professional fees incurred | 2015-12-31 | $40,539 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $6,378,619 |
Participant contributions at end of year | 2015-12-31 | $3,662,438 |
Participant contributions at beginning of year | 2015-12-31 | $3,940,849 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $7,725,447 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $7,779,196 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $672,176 |
Other income not declared elsewhere | 2015-12-31 | $-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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $17,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $32,592,681 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $32,313,137 |
Interest on participant loans | 2015-12-31 | $157,447 |
Interest earned on other investments | 2015-12-31 | $1,309,889 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $92,645,397 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $90,314,142 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $876,855 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,224,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,224,495 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $43,735,544 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $161,427 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $31,345,470 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $37,580,154 |
Contributions received in cash from employer | 2015-12-31 | $2,923,983 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,430,277 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $525,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,387,178 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : LNL AGENTS' 401(K) SAVINGS PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $4,274,266 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $14,204,353 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $218,833,550 |
Value of total assets at beginning of year | 2014-12-31 | $210,655,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $39,886 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,268,096 |
Administrative expenses professional fees incurred | 2014-12-31 | $39,886 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $6,342,987 |
Participant contributions at end of year | 2014-12-31 | $3,940,849 |
Participant contributions at beginning of year | 2014-12-31 | $3,692,974 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $7,779,196 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,129,423 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $604,511 |
Other income not declared elsewhere | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $32,313,137 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $31,140,231 |
Interest on participant loans | 2014-12-31 | $179,140 |
Interest earned on other investments | 2014-12-31 | $1,290,872 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $90,314,142 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $87,717,421 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,224,495 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,168,849 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,168,849 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $45,681,577 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $5,589,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $37,580,154 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $38,076,975 |
Contributions received in cash from employer | 2014-12-31 | $1,528,525 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,147,431 |
Income. Dividends from common stock | 2014-12-31 | $456,940 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $14,164,467 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2014-12-31 | 346565596 |
2013 : LNL AGENTS' 401(K) SAVINGS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $20,240,785 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $15,829,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $210,655,464 |
Value of total assets at beginning of year | 2013-12-31 | $169,495,260 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $56,366 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,669,141 |
Administrative expenses professional fees incurred | 2013-12-31 | $56,366 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $6,312,655 |
Participant contributions at end of year | 2013-12-31 | $3,692,974 |
Participant contributions at beginning of year | 2013-12-31 | $3,486,844 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,129,423 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $31,140,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $60,000,034 |
Interest on participant loans | 2013-12-31 | $198,579 |
Interest earned on other investments | 2013-12-31 | $1,226,553 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $87,717,421 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $40,755,316 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,168,849 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $780,282 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $780,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $42,582,160 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $12,047,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $38,076,975 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $22,056,591 |
Contributions received in cash from employer | 2013-12-31 | $2,717,105 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,147,431 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $421,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $15,773,570 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2013-12-31 | 346565596 |
2012 : LNL AGENTS' 401(K) SAVINGS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $7,511,256 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $20,516,946 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $169,495,260 |
Value of total assets at beginning of year | 2012-12-31 | $158,786,289 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $41,019 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,607,468 |
Administrative expenses professional fees incurred | 2012-12-31 | $38,154 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $6,133,894 |
Participant contributions at end of year | 2012-12-31 | $3,486,844 |
Participant contributions at beginning of year | 2012-12-31 | $3,859,370 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $2,745,978 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $78,218 |
Other income not declared elsewhere | 2012-12-31 | $546,175 |
Administrative expenses (other) incurred | 2012-12-31 | $2,865 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $60,000,034 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $55,855,399 |
Interest on participant loans | 2012-12-31 | $171,698 |
Interest earned on other investments | 2012-12-31 | $1,176,860 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $40,755,316 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $39,320,637 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $780,282 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,061,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,061,021 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $39,670,215 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $4,990,121 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $22,056,591 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $18,831,345 |
Contributions received in cash from employer | 2012-12-31 | $1,595,890 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $361,358 |
Income. Dividends from common stock | 2012-12-31 | $303,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $20,475,927 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $706,137 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2012-12-31 | 346565596 |
2011 : LNL AGENTS' 401(K) SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-9,689,003 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-9,689,003 |
Total transfer of assets to this plan | 2011-12-31 | $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 assets | 2011-12-31 | $890,394 |
Total of all expenses incurred | 2011-12-31 | $11,070,178 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $158,786,289 |
Value of total assets at beginning of year | 2011-12-31 | $168,458,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $716 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,367,701 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $7,099,035 |
Participant contributions at end of year | 2011-12-31 | $3,859,370 |
Participant contributions at beginning of year | 2011-12-31 | $3,875,700 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $2,342,040 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $2,176,011 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $78,218 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $65,454 |
Other income not declared elsewhere | 2011-12-31 | $-241,391 |
Administrative expenses (other) incurred | 2011-12-31 | $716 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $234,146 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $55,855,399 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $67,303,010 |
Interest on participant loans | 2011-12-31 | $195,389 |
Interest earned on other investments | 2011-12-31 | $1,127,376 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $39,320,637 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $30,839,384 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,061,021 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,054,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $37,076,901 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $1,376,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $18,831,345 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $26,755,825 |
Contributions received in cash from employer | 2011-12-31 | $2,117,518 |
Employer contributions (assets) at end of year | 2011-12-31 | $361,358 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $205,463 |
Income. Dividends from common stock | 2011-12-31 | $193,260 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $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 2520.101-3 | 2011-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $706,137 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $440,673 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $6,896,854 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,006,460 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2011-12-31 | 346565596 |
2010 : LNL AGENTS' 401(K) SAVINGS PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,381,062 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,381,062 |
Total transfer of assets to this plan | 2010-12-31 | $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 assets | 2010-12-31 | $1,931,327 |
Total of all expenses incurred | 2010-12-31 | $16,210,880 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $168,458,682 |
Value of total assets at beginning of year | 2010-12-31 | $154,544,576 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,394 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,242,322 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,747,601 |
Participant contributions at end of year | 2010-12-31 | $3,875,700 |
Participant contributions at beginning of year | 2010-12-31 | $3,706,594 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $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 year | 2010-12-31 | $65,454 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $122,128 |
Administrative expenses (other) incurred | 2010-12-31 | $2,394 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $238,401 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $67,303,010 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $59,306,285 |
Interest on participant loans | 2010-12-31 | $218,999 |
Interest earned on other investments | 2010-12-31 | $1,368,954 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $30,839,384 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $27,479,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,054,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $996,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $36,183,046 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $4,717,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $26,755,825 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $27,268,473 |
Contributions received in cash from employer | 2010-12-31 | $2,007,331 |
Employer contributions (assets) at end of year | 2010-12-31 | $205,463 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $190,446 |
Income. Dividends from common stock | 2010-12-31 | $41,448 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,208,486 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $440,673 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $4,891 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $9,120,522 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,189,195 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG, LLP |
Accountancy firm EIN | 2010-12-31 | 356565596 |