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LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 401k Plan overview

Plan NameLNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE
Plan identification number 197

LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:LINCOLN NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):350472300

Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1994-05-25
Company Identification Number: 19941060014
Legal Registered Office Address: 945 S 8th St

Colorado Springs
United States of America (USA)
80905

More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1972019-01-01
1972018-01-01
1972017-01-012018-10-12
1972016-01-012017-10-16
1972015-01-012016-10-14
1972014-01-012015-10-08
1972013-01-012014-10-12
1972012-01-012013-09-30
1972011-01-012012-09-28
1972010-01-012011-10-10
1972009-01-012010-10-09

Plan Statistics for LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE

401k plan membership statisitcs for LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE

Measure Date Value
2019: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 401k membership
Total of all active and inactive participants2019-01-010
2015: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 401k membership
Total of all active and inactive participants2014-01-010
2013: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 401k membership
Total of all active and inactive participants2013-01-010

Financial Data on LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE

Measure Date Value
2019 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,730,836
Total transfer of assets to this plan2019-12-31$2,730,836
Total transfer of assets from this plan2019-12-31$41,313,247
Total transfer of assets from this plan2019-12-31$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$4,964,214
Total loss/gain on sale of assets2019-12-31$-251,023
Total loss/gain on sale of assets2019-12-31$-251,023
Total of all expenses incurred2019-12-31$48,110
Total of all expenses incurred2019-12-31$48,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$33,701,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,110
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$35,392
Administrative expenses (other) incurred2019-12-31$48,110
Administrative expenses (other) incurred2019-12-31$48,110
Value of net income/loss2019-12-31$4,916,104
Value of net income/loss2019-12-31$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 year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,701,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$33,701,699
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,215,237
Aggregate proceeds on sale of assets2019-12-31$4,670,643
Aggregate proceeds on sale of assets2019-12-31$4,670,643
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,921,666
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,921,666
2018 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$5,501,784
Total transfer of assets from this plan2018-12-31$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 assets2018-12-31$799,571
Total of all expenses incurred2018-12-31$83,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$33,701,699
Value of total assets at beginning of year2018-12-31$42,938,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$83,863
Total interest from all sources2018-12-31$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 year2018-12-31$35,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$40,441
Administrative expenses (other) incurred2018-12-31$83,863
Value of net income/loss2018-12-31$-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 year2018-12-31$33,701,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,938,704
Interest earned on other investments2018-12-31$7,809,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,527,243
Aggregate proceeds on sale of assets2018-12-31$12,855,958
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,056,387
2017 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$7,756,229
Total transfer of assets from this plan2017-12-31$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 assets2017-12-31$1,824,946
Total of all expenses incurred2017-12-31$103,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$42,938,704
Value of total assets at beginning of year2017-12-31$47,235,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,506
Total interest from all sources2017-12-31$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 year2017-12-31$40,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$115,623
Administrative expenses (other) incurred2017-12-31$103,506
Value of net income/loss2017-12-31$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 year2017-12-31$42,938,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,235,886
Interest earned on other investments2017-12-31$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 assets2017-12-31$17,345,182
Aggregate carrying amount (costs) on sale of assets2017-12-31$15,520,236
2016 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$9,190,032
Total transfer of assets from this plan2016-12-31$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 assets2016-12-31$1,604,055
Total of all expenses incurred2016-12-31$108,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$47,235,886
Value of total assets at beginning of year2016-12-31$50,897,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$108,661
Total interest from all sources2016-12-31$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 year2016-12-31$115,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$137,686
Administrative expenses (other) incurred2016-12-31$108,661
Value of net income/loss2016-12-31$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 year2016-12-31$47,235,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,897,315
Interest earned on other investments2016-12-31$4,959,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-3,950,642
Aggregate proceeds on sale of assets2016-12-31$63,252,855
Aggregate carrying amount (costs) on sale of assets2016-12-31$61,648,800
2015 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$11,520,946
Total transfer of assets from this plan2015-12-31$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 assets2015-12-31$3,538,483
Total of all expenses incurred2015-12-31$125,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$50,897,315
Value of total assets at beginning of year2015-12-31$61,004,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$125,833
Total interest from all sources2015-12-31$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 year2015-12-31$137,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$633,935
Administrative expenses (other) incurred2015-12-31$125,833
Value of net income/loss2015-12-31$-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 year2015-12-31$50,897,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,004,074
Interest earned on other investments2015-12-31$2,841,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,944,660
Aggregate proceeds on sale of assets2015-12-31$20,559,666
Aggregate carrying amount (costs) on sale of assets2015-12-31$17,021,183
2014 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$12,876,027
Total transfer of assets from this plan2014-12-31$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 assets2014-12-31$3,567,718
Total of all expenses incurred2014-12-31$138,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$61,004,074
Value of total assets at beginning of year2014-12-31$65,082,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$138,997
Total interest from all sources2014-12-31$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 year2014-12-31$633,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$167,016
Administrative expenses (other) incurred2014-12-31$138,997
Value of net income/loss2014-12-31$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 year2014-12-31$61,004,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$65,082,974
Interest earned on other investments2014-12-31$1,427,995
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,209,074
Aggregate proceeds on sale of assets2014-12-31$20,170,386
Aggregate carrying amount (costs) on sale of assets2014-12-31$16,602,668
2013 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$16,133,593
Total transfer of assets from this plan2013-12-31$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 assets2013-12-31$2,699,392
Total of all expenses incurred2013-12-31$134,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$65,082,974
Value of total assets at beginning of year2013-12-31$58,634,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$134,221
Total interest from all sources2013-12-31$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 year2013-12-31$167,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,216,175
Administrative expenses (other) incurred2013-12-31$134,221
Value of net income/loss2013-12-31$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 year2013-12-31$65,082,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$58,634,638
Interest earned on other investments2013-12-31$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 assets2013-12-31$10,452,078
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,752,686
2012 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$23,589,913
Total transfer of assets from this plan2012-12-31$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 assets2012-12-31$4,993,560
Total of all expenses incurred2012-12-31$142,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$58,634,638
Value of total assets at beginning of year2012-12-31$75,659,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$142,131
Total interest from all sources2012-12-31$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 year2012-12-31$1,216,175
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$140,270
Administrative expenses (other) incurred2012-12-31$142,131
Value of net income/loss2012-12-31$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 year2012-12-31$58,634,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$75,659,061
Interest earned on other investments2012-12-31$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 assets2012-12-31$35,321,738
Aggregate carrying amount (costs) on sale of assets2012-12-31$30,328,178
2011 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$25,976,713
Total transfer of assets from this plan2011-12-31$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 assets2011-12-31$2,325,283
Total of all expenses incurred2011-12-31$172,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$75,659,061
Value of total assets at beginning of year2011-12-31$78,582,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$172,310
Total interest from all sources2011-12-31$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 year2011-12-31$130,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$140,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$501
Administrative expenses (other) incurred2011-12-31$172,310
Value of net income/loss2011-12-31$-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 year2011-12-31$75,659,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$78,451,566
Interest earned on other investments2011-12-31$1,681,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,487,763
Aggregate proceeds on sale of assets2011-12-31$12,558,688
Aggregate carrying amount (costs) on sale of assets2011-12-31$10,233,405
2010 : LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$25,827,984
Total transfer of assets from this plan2010-12-31$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 assets2010-12-31$1,082,113
Total of all expenses incurred2010-12-31$160,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$78,582,122
Value of total assets at beginning of year2010-12-31$63,937,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$160,042
Total interest from all sources2010-12-31$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 year2010-12-31$130,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$237,120
Administrative expenses (other) incurred2010-12-31$160,042
Value of net income/loss2010-12-31$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 year2010-12-31$78,451,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,937,402
Interest earned on other investments2010-12-31$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 assets2010-12-31$7,274,662
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,192,549

Form 5500 Responses for LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE

2019: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
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
2018: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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
2017: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
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
2016: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
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
2015: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
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
2014: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
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
2013: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
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
2012: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
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
2011: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
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
2010: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: LNL SA97 LVIP WILSHIRE MODERATELY AGGRESSIVE PROFILE 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

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