?>
Plan Name | LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE |
Plan identification number | 197 |
Company Name: | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 350472300 |
Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1994-05-25 |
Company Identification Number: | 19941060014 |
Legal Registered Office Address: |
945 S 8th St Colorado Springs United States of America (USA) 80905 |
More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
197 | 2019-01-01 | ||||
197 | 2018-01-01 | ||||
197 | 2017-01-01 | 2018-10-12 | |||
197 | 2016-01-01 | 2017-10-16 | |||
197 | 2015-01-01 | 2016-10-14 | |||
197 | 2014-01-01 | 2015-10-08 | |||
197 | 2013-01-01 | 2014-10-12 | |||
197 | 2012-01-01 | 2013-09-30 | |||
197 | 2011-01-01 | 2012-09-28 | |||
197 | 2010-01-01 | 2011-10-10 | |||
197 | 2009-01-01 | 2010-10-09 |
Measure | Date | Value |
---|---|---|
2019: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 401k membership | ||
Total of all active and inactive participants | 2019-01-01 | 0 |
2015: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 401k membership | ||
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 401k membership | ||
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 401k membership | ||
Total of all active and inactive participants | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $2,730,836 |
Total transfer of assets to this plan | 2019-12-31 | $2,730,836 |
Total transfer of assets from this plan | 2019-12-31 | $41,313,247 |
Total transfer of assets from this plan | 2019-12-31 | $41,313,247 |
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 | $35,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,392 |
Total income from all sources (including contributions) | 2019-12-31 | $4,964,214 |
Total income from all sources (including contributions) | 2019-12-31 | $4,964,214 |
Total loss/gain on sale of assets | 2019-12-31 | $-251,023 |
Total loss/gain on sale of assets | 2019-12-31 | $-251,023 |
Total of all expenses incurred | 2019-12-31 | $48,110 |
Total of all expenses incurred | 2019-12-31 | $48,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $33,701,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $48,110 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $35,392 |
Administrative expenses (other) incurred | 2019-12-31 | $48,110 |
Administrative expenses (other) incurred | 2019-12-31 | $48,110 |
Value of net income/loss | 2019-12-31 | $4,916,104 |
Value of net income/loss | 2019-12-31 | $4,916,104 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,666,307 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,701,699 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,701,699 |
Interest earned on other investments | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $5,215,237 |
Aggregate proceeds on sale of assets | 2019-12-31 | $4,670,643 |
Aggregate proceeds on sale of assets | 2019-12-31 | $4,670,643 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,921,666 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $4,921,666 |
2018 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $5,501,784 |
Total transfer of assets from this plan | 2018-12-31 | $12,731,533 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $35,392 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $40,441 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,918,344 |
Total loss/gain on sale of assets | 2018-12-31 | $799,571 |
Total of all expenses incurred | 2018-12-31 | $83,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $33,701,699 |
Value of total assets at beginning of year | 2018-12-31 | $42,938,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $83,863 |
Total interest from all sources | 2018-12-31 | $7,809,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $35,392 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $40,441 |
Administrative expenses (other) incurred | 2018-12-31 | $83,863 |
Value of net income/loss | 2018-12-31 | $-2,002,207 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $33,666,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $42,898,263 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,701,699 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $42,938,704 |
Interest earned on other investments | 2018-12-31 | $7,809,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,527,243 |
Aggregate proceeds on sale of assets | 2018-12-31 | $12,855,958 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $12,056,387 |
2017 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $7,756,229 |
Total transfer of assets from this plan | 2017-12-31 | $17,144,821 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $40,441 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $115,623 |
Total income from all sources (including contributions) | 2017-12-31 | $5,270,098 |
Total loss/gain on sale of assets | 2017-12-31 | $1,824,946 |
Total of all expenses incurred | 2017-12-31 | $103,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $42,938,704 |
Value of total assets at beginning of year | 2017-12-31 | $47,235,886 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $103,506 |
Total interest from all sources | 2017-12-31 | $3,215,925 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $40,441 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $115,623 |
Administrative expenses (other) incurred | 2017-12-31 | $103,506 |
Value of net income/loss | 2017-12-31 | $5,166,592 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $42,898,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $47,120,263 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $42,938,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $47,235,886 |
Interest earned on other investments | 2017-12-31 | $3,215,925 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $229,227 |
Aggregate proceeds on sale of assets | 2017-12-31 | $17,345,182 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $15,520,236 |
2016 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $9,190,032 |
Total transfer of assets from this plan | 2016-12-31 | $15,333,811 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $115,623 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $137,686 |
Total income from all sources (including contributions) | 2016-12-31 | $2,613,074 |
Total loss/gain on sale of assets | 2016-12-31 | $1,604,055 |
Total of all expenses incurred | 2016-12-31 | $108,661 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $47,235,886 |
Value of total assets at beginning of year | 2016-12-31 | $50,897,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $108,661 |
Total interest from all sources | 2016-12-31 | $4,959,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $115,623 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $137,686 |
Administrative expenses (other) incurred | 2016-12-31 | $108,661 |
Value of net income/loss | 2016-12-31 | $2,504,413 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $47,120,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,759,629 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $47,235,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $50,897,315 |
Interest earned on other investments | 2016-12-31 | $4,959,661 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-3,950,642 |
Aggregate proceeds on sale of assets | 2016-12-31 | $63,252,855 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $61,648,800 |
2015 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $11,520,946 |
Total transfer of assets from this plan | 2015-12-31 | $20,440,658 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $137,686 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $633,935 |
Total income from all sources (including contributions) | 2015-12-31 | $-564,965 |
Total loss/gain on sale of assets | 2015-12-31 | $3,538,483 |
Total of all expenses incurred | 2015-12-31 | $125,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $50,897,315 |
Value of total assets at beginning of year | 2015-12-31 | $61,004,074 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $125,833 |
Total interest from all sources | 2015-12-31 | $2,841,212 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $137,686 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $633,935 |
Administrative expenses (other) incurred | 2015-12-31 | $125,833 |
Value of net income/loss | 2015-12-31 | $-690,798 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,759,629 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $60,370,139 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $50,897,315 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $61,004,074 |
Interest earned on other investments | 2015-12-31 | $2,841,212 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,944,660 |
Aggregate proceeds on sale of assets | 2015-12-31 | $20,559,666 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $17,021,183 |
2014 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $12,876,027 |
Total transfer of assets from this plan | 2014-12-31 | $20,069,488 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $633,935 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $167,016 |
Total income from all sources (including contributions) | 2014-12-31 | $2,786,639 |
Total loss/gain on sale of assets | 2014-12-31 | $3,567,718 |
Total of all expenses incurred | 2014-12-31 | $138,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $61,004,074 |
Value of total assets at beginning of year | 2014-12-31 | $65,082,974 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $138,997 |
Total interest from all sources | 2014-12-31 | $1,427,995 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $633,935 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $167,016 |
Administrative expenses (other) incurred | 2014-12-31 | $138,997 |
Value of net income/loss | 2014-12-31 | $2,647,642 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $60,370,139 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $64,915,958 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $61,004,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $65,082,974 |
Interest earned on other investments | 2014-12-31 | $1,427,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-2,209,074 |
Aggregate proceeds on sale of assets | 2014-12-31 | $20,170,386 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $16,602,668 |
2013 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $16,133,593 |
Total transfer of assets from this plan | 2013-12-31 | $19,898,645 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $167,016 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,216,175 |
Total income from all sources (including contributions) | 2013-12-31 | $11,396,768 |
Total loss/gain on sale of assets | 2013-12-31 | $2,699,392 |
Total of all expenses incurred | 2013-12-31 | $134,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $65,082,974 |
Value of total assets at beginning of year | 2013-12-31 | $58,634,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $134,221 |
Total interest from all sources | 2013-12-31 | $966,247 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $167,016 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,216,175 |
Administrative expenses (other) incurred | 2013-12-31 | $134,221 |
Value of net income/loss | 2013-12-31 | $11,262,547 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $64,915,958 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $57,418,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $65,082,974 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $58,634,638 |
Interest earned on other investments | 2013-12-31 | $966,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $7,731,129 |
Aggregate proceeds on sale of assets | 2013-12-31 | $10,452,078 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $7,752,686 |
2012 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $23,589,913 |
Total transfer of assets from this plan | 2012-12-31 | $49,243,787 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,216,175 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $140,270 |
Total income from all sources (including contributions) | 2012-12-31 | $7,695,677 |
Total loss/gain on sale of assets | 2012-12-31 | $4,993,560 |
Total of all expenses incurred | 2012-12-31 | $142,131 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $58,634,638 |
Value of total assets at beginning of year | 2012-12-31 | $75,659,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $142,131 |
Total interest from all sources | 2012-12-31 | $1,020,171 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,216,175 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $140,270 |
Administrative expenses (other) incurred | 2012-12-31 | $142,131 |
Value of net income/loss | 2012-12-31 | $7,553,546 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $57,418,463 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $75,518,791 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $58,634,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $75,659,061 |
Interest earned on other investments | 2012-12-31 | $1,020,171 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,681,946 |
Aggregate proceeds on sale of assets | 2012-12-31 | $35,321,738 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $30,328,178 |
2011 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $25,976,713 |
Total transfer of assets from this plan | 2011-12-31 | $27,385,952 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $140,270 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $501 |
Total income from all sources (including contributions) | 2011-12-31 | $-1,481,281 |
Total loss/gain on sale of assets | 2011-12-31 | $2,325,283 |
Total of all expenses incurred | 2011-12-31 | $172,310 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $75,659,061 |
Value of total assets at beginning of year | 2011-12-31 | $78,582,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $172,310 |
Total interest from all sources | 2011-12-31 | $1,681,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $130,556 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $140,270 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $501 |
Administrative expenses (other) incurred | 2011-12-31 | $172,310 |
Value of net income/loss | 2011-12-31 | $-1,653,591 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $75,518,791 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $78,581,621 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $75,659,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $78,451,566 |
Interest earned on other investments | 2011-12-31 | $1,681,199 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,487,763 |
Aggregate proceeds on sale of assets | 2011-12-31 | $12,558,688 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $10,233,405 |
2010 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $25,827,984 |
Total transfer of assets from this plan | 2010-12-31 | $19,105,670 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $237,120 |
Total income from all sources (including contributions) | 2010-12-31 | $8,319,067 |
Total loss/gain on sale of assets | 2010-12-31 | $1,082,113 |
Total of all expenses incurred | 2010-12-31 | $160,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $78,582,122 |
Value of total assets at beginning of year | 2010-12-31 | $63,937,402 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $160,042 |
Total interest from all sources | 2010-12-31 | $1,952,769 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $130,556 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $501 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $237,120 |
Administrative expenses (other) incurred | 2010-12-31 | $160,042 |
Value of net income/loss | 2010-12-31 | $8,159,025 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $78,581,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $63,700,282 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $78,451,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $63,937,402 |
Interest earned on other investments | 2010-12-31 | $1,952,769 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,284,185 |
Aggregate proceeds on sale of assets | 2010-12-31 | $7,274,662 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $6,192,549 |
2019: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2018: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2017: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2016: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2012: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2011: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2010: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2009: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |