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LNL ABGA MONEY PURCHASE PLAN 401k Plan overview

Plan NameLNL ABGA MONEY PURCHASE PLAN
Plan identification number 012

LNL ABGA MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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
NAIC Classification:524140

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 ABGA MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0122022-01-01
0122021-01-01
0122020-01-01
0122019-01-01
0122018-01-01
0122017-01-01KATHLEEN BIDDLE
0122016-01-01KATHLEEN BIDDLE
0122015-01-01KATHLEEN BIDDLE
0122014-01-01KATHLEEN BIDDLE
0122013-01-01ANN MADDEN
0122012-01-01ANN MADDEN ANN MADDEN2013-10-14
0122011-01-01ANN MADDEN ANN MADDEN2012-10-15

Plan Statistics for LNL ABGA MONEY PURCHASE PLAN

401k plan membership statisitcs for LNL ABGA MONEY PURCHASE PLAN

Measure Date Value
2022: LNL ABGA MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01393
Total number of active participants reported on line 7a of the Form 55002022-01-0182
Number of retired or separated participants receiving benefits2022-01-0123
Number of other retired or separated participants entitled to future benefits2022-01-01251
Total of all active and inactive participants2022-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01358
Number of participants with account balances2022-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LNL ABGA MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01440
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-0127
Number of other retired or separated participants entitled to future benefits2021-01-01247
Total of all active and inactive participants2021-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01393
Number of participants with account balances2021-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LNL ABGA MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01453
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-01262
Total of all active and inactive participants2020-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01440
Number of participants with account balances2020-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LNL ABGA MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01483
Total number of active participants reported on line 7a of the Form 55002019-01-01187
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-01235
Total of all active and inactive participants2019-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01453
Number of participants with account balances2019-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LNL ABGA MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01521
Total number of active participants reported on line 7a of the Form 55002018-01-01217
Number of retired or separated participants receiving benefits2018-01-0129
Number of other retired or separated participants entitled to future benefits2018-01-01235
Total of all active and inactive participants2018-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01483
Number of participants with account balances2018-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LNL ABGA MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01542
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-0126
Number of other retired or separated participants entitled to future benefits2017-01-01235
Total of all active and inactive participants2017-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01521
Number of participants with account balances2017-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: LNL ABGA MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01520
Total number of active participants reported on line 7a of the Form 55002016-01-01276
Number of retired or separated participants receiving benefits2016-01-0122
Number of other retired or separated participants entitled to future benefits2016-01-01238
Total of all active and inactive participants2016-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01542
Number of participants with account balances2016-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: LNL ABGA MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01568
Total number of active participants reported on line 7a of the Form 55002015-01-01251
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-01240
Total of all active and inactive participants2015-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01520
Number of participants with account balances2015-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: LNL ABGA MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01558
Total number of active participants reported on line 7a of the Form 55002014-01-01245
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-01301
Total of all active and inactive participants2014-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01568
Number of participants with account balances2014-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: LNL ABGA MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01638
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of retired or separated participants receiving benefits2013-01-0117
Number of other retired or separated participants entitled to future benefits2013-01-01314
Total of all active and inactive participants2013-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01558
Number of participants with account balances2013-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: LNL ABGA MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01633
Total number of active participants reported on line 7a of the Form 55002012-01-01306
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01328
Total of all active and inactive participants2012-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01638
Number of participants with account balances2012-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: LNL ABGA MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-01314
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01308
Total of all active and inactive participants2011-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01626
Number of participants with account balances2011-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117

Financial Data on LNL ABGA MONEY PURCHASE PLAN

Measure Date Value
2022 : LNL ABGA MONEY PURCHASE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,334,390
Total unrealized appreciation/depreciation of assets2022-12-31$-1,334,390
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$0
Total income from all sources (including contributions)2022-12-31$-6,098,880
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,951,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,951,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$27,341,142
Value of total assets at beginning of year2022-12-31$37,391,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$237,234
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$168,377
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$122,197
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
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,168,137
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,925,331
Other income not declared elsewhere2022-12-31$-838,412
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$-10,049,965
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,341,142
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,391,107
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,805,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,565,606
Interest earned on other investments2022-12-31$237,234
Value of interest in common/collective trusts at end of year2022-12-31$14,239,176
Value of interest in common/collective trusts at beginning of year2022-12-31$20,567,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,779,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,053,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,317,982
Net investment gain or loss from common/collective trusts2022-12-31$-3,013,707
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$1,349,115
Assets. Invements in employer securities at beginning of year2022-12-31$2,279,022
Income. Dividends from common stock2022-12-31$46,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,951,085
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 ABGA MONEY PURCHASE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$678,503
Total unrealized appreciation/depreciation of assets2021-12-31$678,503
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$4,390,475
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,997,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,997,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$37,391,107
Value of total assets at beginning of year2021-12-31$36,998,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$224,399
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$405,319
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$349,410
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
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,925,331
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,315,286
Other income not declared elsewhere2021-12-31$390,484
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$392,944
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,391,107
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$36,998,163
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,565,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,979,437
Interest earned on other investments2021-12-31$224,399
Value of interest in common/collective trusts at end of year2021-12-31$20,567,197
Value of interest in common/collective trusts at beginning of year2021-12-31$21,728,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$51,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$51,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,053,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,506,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$518,967
Net investment gain or loss from common/collective trusts2021-12-31$2,172,803
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$2,279,022
Assets. Invements in employer securities at beginning of year2021-12-31$2,416,978
Income. Dividends from common stock2021-12-31$55,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,997,531
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2021-12-31132781641
2020 : LNL ABGA MONEY PURCHASE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-123,693
Total unrealized appreciation/depreciation of assets2020-12-31$-123,693
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$4,684,686
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$917,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$917,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$36,998,163
Value of total assets at beginning of year2020-12-31$33,230,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$148,377
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$317,579
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$208,459
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
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,315,286
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$774,490
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$3,767,175
Value of net assets at end of year (total assets less liabilities)2020-12-31$36,998,163
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,230,988
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,979,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,550,534
Interest earned on other investments2020-12-31$148,377
Value of interest in common/collective trusts at end of year2020-12-31$21,728,498
Value of interest in common/collective trusts at beginning of year2020-12-31$20,994,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$51,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,506,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,982,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,551,090
Net investment gain or loss from common/collective trusts2020-12-31$2,791,333
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$2,416,978
Assets. Invements in employer securities at beginning of year2020-12-31$2,929,747
Income. Dividends from common stock2020-12-31$109,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$917,511
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : LNL ABGA MONEY PURCHASE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$413,866
Total unrealized appreciation/depreciation of assets2019-12-31$413,866
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$5,171,702
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,194,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,194,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$33,230,988
Value of total assets at beginning of year2019-12-31$30,253,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$144,921
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$318,919
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$240,412
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
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$774,490
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$505,004
Other income not declared elsewhere2019-12-31$184,575
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$2,977,321
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,230,988
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,253,667
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,550,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,282,152
Interest earned on other investments2019-12-31$144,921
Value of interest in common/collective trusts at end of year2019-12-31$20,994,121
Value of interest in common/collective trusts at beginning of year2019-12-31$18,823,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$81,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$81,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,982,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,168,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$586,673
Net investment gain or loss from common/collective trusts2019-12-31$3,522,748
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$2,929,747
Assets. Invements in employer securities at beginning of year2019-12-31$2,394,278
Income. Dividends from common stock2019-12-31$78,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,194,381
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
2018 : LNL ABGA MONEY PURCHASE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-913,294
Total unrealized appreciation/depreciation of assets2018-12-31$-913,294
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$0
Total income from all sources (including contributions)2018-12-31$-2,095,319
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,288,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,285,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$30,253,667
Value of total assets at beginning of year2018-12-31$34,637,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,964
Total interest from all sources2018-12-31$151,362
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$353,332
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$319,212
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$505,004
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$491,553
Other income not declared elsewhere2018-12-31$-15,502
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$-4,383,625
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,253,667
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,637,292
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$2,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,282,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,203,378
Interest earned on other investments2018-12-31$151,362
Value of interest in common/collective trusts at end of year2018-12-31$18,823,041
Value of interest in common/collective trusts at beginning of year2018-12-31$22,623,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$81,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$73,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$73,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,168,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,145,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-654,691
Net investment gain or loss from common/collective trusts2018-12-31$-1,016,526
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$2,394,278
Assets. Invements in employer securities at beginning of year2018-12-31$2,377,453
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$722,345
Income. Dividends from common stock2018-12-31$34,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,285,342
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : LNL ABGA MONEY PURCHASE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$371,238
Total unrealized appreciation/depreciation of assets2017-12-31$371,238
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$4,985,370
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,374,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,374,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$722,345
Value of total assets at end of year2017-12-31$34,637,292
Value of total assets at beginning of year2017-12-31$34,026,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$162,585
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$215,995
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$184,035
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
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$491,553
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$465,592
Other income not declared elsewhere2017-12-31$71,178
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$611,235
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,637,292
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,026,057
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,203,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,117,998
Interest earned on other investments2017-12-31$162,585
Value of interest in common/collective trusts at end of year2017-12-31$22,623,478
Value of interest in common/collective trusts at beginning of year2017-12-31$21,739,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$73,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$63,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$63,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,145,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,734,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$444,429
Net investment gain or loss from common/collective trusts2017-12-31$2,997,600
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$2,377,453
Assets. Invements in employer securities at beginning of year2017-12-31$2,060,180
Contributions received in cash from employer2017-12-31$722,345
Employer contributions (assets) at end of year2017-12-31$722,345
Employer contributions (assets) at beginning of year2017-12-31$843,732
Income. Dividends from common stock2017-12-31$31,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,374,135
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2017-12-31132781641
2016 : LNL ABGA MONEY PURCHASE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$954,065
Total unrealized appreciation/depreciation of assets2016-12-31$954,065
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$3,739,034
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,693,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,693,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$846,449
Value of total assets at end of year2016-12-31$34,026,057
Value of total assets at beginning of year2016-12-31$31,981,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$124,396
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$194,580
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$124,000
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
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$846,449
Amount contributed by the employer to the plan for this plan year2016-12-31$846,449
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$465,592
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$284,103
Other income not declared elsewhere2016-12-31$35,675
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$2,045,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,026,057
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,981,013
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$2,117,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,009,452
Interest earned on other investments2016-12-31$124,396
Value of interest in common/collective trusts at end of year2016-12-31$21,739,756
Value of interest in common/collective trusts at beginning of year2016-12-31$21,423,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$63,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$93,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$93,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,734,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,047,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$32,014
Net investment gain or loss from common/collective trusts2016-12-31$1,551,855
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$2,060,180
Assets. Invements in employer securities at beginning of year2016-12-31$3,308,839
Contributions received in cash from employer2016-12-31$846,449
Employer contributions (assets) at end of year2016-12-31$843,732
Employer contributions (assets) at beginning of year2016-12-31$813,549
Income. Dividends from common stock2016-12-31$70,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,693,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2016-12-31346565596
2015 : LNL ABGA MONEY PURCHASE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-257,061
Total unrealized appreciation/depreciation of assets2015-12-31$-257,061
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$349,050
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,663,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,663,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$813,549
Value of total assets at end of year2015-12-31$31,981,013
Value of total assets at beginning of year2015-12-31$33,295,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$102,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$181,764
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$154,124
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$813,549
Amount contributed by the employer to the plan for this plan year2015-12-31$813,549
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$284,103
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$287,390
Other income not declared elsewhere2015-12-31$10,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,314,553
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,981,013
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$33,295,566
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,009,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,568,594
Interest earned on other investments2015-12-31$102,864
Value of interest in common/collective trusts at end of year2015-12-31$21,423,740
Value of interest in common/collective trusts at beginning of year2015-12-31$24,224,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$93,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$85,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$85,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,047,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,600,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-132,291
Net investment gain or loss from common/collective trusts2015-12-31$-370,727
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$3,308,839
Assets. Invements in employer securities at beginning of year2015-12-31$2,702,628
Contributions received in cash from employer2015-12-31$813,549
Employer contributions (assets) at end of year2015-12-31$813,549
Employer contributions (assets) at beginning of year2015-12-31$825,804
Income. Dividends from common stock2015-12-31$27,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,663,603
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2015-12-31346565596
2014 : LNL ABGA MONEY PURCHASE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$337,961
Total unrealized appreciation/depreciation of assets2014-12-31$337,961
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$2,773,013
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,041,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,041,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$825,806
Value of total assets at end of year2014-12-31$33,295,566
Value of total assets at beginning of year2014-12-31$32,564,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$89,134
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$150,852
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$150,852
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
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$825,806
Amount contributed by the employer to the plan for this plan year2014-12-31$825,806
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$287,390
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$224,414
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$731,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$33,295,566
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,564,530
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$1,568,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,415,249
Interest earned on other investments2014-12-31$89,134
Value of interest in common/collective trusts at end of year2014-12-31$24,224,587
Value of interest in common/collective trusts at beginning of year2014-12-31$25,072,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$85,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$85,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$85,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,600,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,027,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-14,246
Net investment gain or loss from common/collective trusts2014-12-31$1,383,506
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$2,702,628
Assets. Invements in employer securities at beginning of year2014-12-31$2,951,177
Contributions received in cash from employer2014-12-31$825,806
Employer contributions (assets) at end of year2014-12-31$825,804
Employer contributions (assets) at beginning of year2014-12-31$788,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,041,977
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : LNL ABGA MONEY PURCHASE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$2,132,662
Total unrealized appreciation/depreciation of assets2013-12-31$2,132,662
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$7,138,145
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,918,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,887,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$790,340
Value of total assets at end of year2013-12-31$32,564,530
Value of total assets at beginning of year2013-12-31$27,344,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$31,203
Total interest from all sources2013-12-31$110,446
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$130,548
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$130,548
Administrative expenses professional fees incurred2013-12-31$31,203
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$790,340
Amount contributed by the employer to the plan for this plan year2013-12-31$790,340
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$224,414
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
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$5,219,805
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,564,530
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,344,725
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$1,415,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,937,707
Interest earned on other investments2013-12-31$110,350
Value of interest in common/collective trusts at end of year2013-12-31$25,072,192
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$85,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,324,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,324,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,027,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,308,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,515,346
Net investment gain or loss from common/collective trusts2013-12-31$2,458,803
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$2,951,177
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$790,340
Employer contributions (assets) at end of year2013-12-31$788,079
Employer contributions (assets) at beginning of year2013-12-31$773,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,887,137
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2013-12-31346465596
2012 : LNL ABGA MONEY PURCHASE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$0
Total income from all sources (including contributions)2012-12-31$4,025,819
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,699,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,639,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$773,890
Value of total assets at end of year2012-12-31$27,344,725
Value of total assets at beginning of year2012-12-31$25,018,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$59,817
Total interest from all sources2012-12-31$1,216
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$254,455
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$254,455
Administrative expenses professional fees incurred2012-12-31$59,817
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$773,890
Amount contributed by the employer to the plan for this plan year2012-12-31$773,890
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$182,510
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$2,326,133
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,344,725
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,018,592
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$18,937,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$16,829,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,324,659
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,024,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,024,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,308,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,464,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,813,748
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
Contributions received in cash from employer2012-12-31$773,890
Employer contributions (assets) at end of year2012-12-31$773,890
Employer contributions (assets) at beginning of year2012-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,639,869
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346465596
2011 : LNL ABGA MONEY PURCHASE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$27,516,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$-785,971
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,712,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,637,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$700,000
Value of total assets at end of year2011-12-31$25,018,592
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$74,821
Total interest from all sources2011-12-31$1,362
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$223,536
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$223,536
Administrative expenses professional fees incurred2011-12-31$74,821
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$841,079
Amount contributed by the employer to the plan for this plan year2011-12-31$841,079
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$184,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,498,370
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,018,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
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$16,829,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,024,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,464,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,895,168
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
Contributions received in cash from employer2011-12-31$700,000
Employer contributions (assets) at end of year2011-12-31$700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,637,578
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346465596

Form 5500 Responses for LNL ABGA MONEY PURCHASE PLAN

2022: LNL ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE 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 ABGA MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered59
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered63
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered67
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered59
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered56
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered46
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 number893597-087
Policy instance 1
Insurance contract or identification number893597-087
Number of Individuals Covered44
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 number893597-087
Policy instance 2
Insurance contract or identification number893597-087
Number of Individuals Covered26
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 numberGAC-2,4
Policy instance 1
Insurance contract or identification numberGAC-2,4
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-2, 4
Policy instance 1
Insurance contract or identification numberGAC-2, 4
Number of Individuals Covered638
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGAC-2, 4
Policy instance 1
Insurance contract or identification numberGAC-2, 4
Number of Individuals Covered504
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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