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LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 401k Plan overview

Plan NameLINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS
Plan identification number 511

LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental

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 LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5112022-01-01KATHLEEN M. BIDDLE2023-10-16
5112021-01-01
5112020-01-01
5112019-01-01
5112018-01-01
5112017-01-01ABBY PULS
5112016-01-01ABBY PULS
5112015-01-01FRANK J. FARMER FRANK J. FARMER2016-08-17
5112014-01-01FRANK J. FARMER
5112013-01-01FRANK J. FARMER

Plan Statistics for LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

401k plan membership statisitcs for LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

Measure Date Value
2022: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2022 401k membership
Total participants, beginning-of-year2022-01-01365
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01282
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01282
2021: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2021 401k membership
Total participants, beginning-of-year2021-01-01403
Total number of active participants reported on line 7a of the Form 55002021-01-01365
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01365
2020: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2020 401k membership
Total participants, beginning-of-year2020-01-01420
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01403
2019: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2019 401k membership
Total participants, beginning-of-year2019-01-01415
Total number of active participants reported on line 7a of the Form 55002019-01-01420
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01420
2018: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2018 401k membership
Total participants, beginning-of-year2018-01-01416
Total number of active participants reported on line 7a of the Form 55002018-01-01415
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01415
2017: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2017 401k membership
Total participants, beginning-of-year2017-01-01415
Total number of active participants reported on line 7a of the Form 55002017-01-01416
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01416
2016: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2016 401k membership
Total participants, beginning-of-year2016-01-01450
Total number of active participants reported on line 7a of the Form 55002016-01-01415
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01415
2015: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2015 401k membership
Total participants, beginning-of-year2015-01-01470
Total number of active participants reported on line 7a of the Form 55002015-01-01450
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01450
2014: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2014 401k membership
Total participants, beginning-of-year2014-01-01485
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01470
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01470
2013: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01385
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01385

Financial Data on LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

Measure Date Value
2022 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$103,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$76,026
Total income from all sources (including contributions)2022-12-31$1,517,814
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,516,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,410,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,441,987
Value of total assets at end of year2022-12-31$1,722,683
Value of total assets at beginning of year2022-12-31$1,694,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,246
Total interest from all sources2022-12-31$75,827
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$691,987
Participant contributions at end of year2022-12-31$56,173
Participant contributions at beginning of year2022-12-31$60,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$551,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$412,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$106,246
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,140
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,619,140
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,618,000
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
Interest earned on other investments2022-12-31$70,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,115,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,220,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,220,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,604
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$398,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Contributions received in cash from employer2022-12-31$750,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,011,976
Liabilities. Value of benefit claims payable at end of year2022-12-31$101,831
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$76,026
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 & COMPANY, LLP
Accountancy firm EIN2022-12-31222428965
2021 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$76,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,073
Total income from all sources (including contributions)2021-12-31$1,139,212
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,405,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,288,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,139,059
Value of total assets at end of year2021-12-31$1,694,026
Value of total assets at beginning of year2021-12-31$1,934,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,401
Total interest from all sources2021-12-31$153
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$117,401
Was this plan covered by a fidelity bond2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$653,053
Participant contributions at end of year2021-12-31$60,361
Participant contributions at beginning of year2021-12-31$59,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$412,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$233,577
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-266,339
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,618,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,884,339
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 bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,220,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,641,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,641,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$153
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$503,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Contributions received in cash from employer2021-12-31$486,006
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$784,257
Liabilities. Value of benefit claims payable at end of year2021-12-31$76,026
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$50,073
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MITCHELL TITUS
Accountancy firm EIN2021-12-31132781641
2020 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,073
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$41,394
Total income from all sources (including contributions)2020-12-31$2,378,963
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,428,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,271,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,378,358
Value of total assets at end of year2020-12-31$1,934,412
Value of total assets at beginning of year2020-12-31$975,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$157,506
Total interest from all sources2020-12-31$605
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$157,506
Was this plan covered by a fidelity bond2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$749,947
Participant contributions at end of year2020-12-31$59,357
Participant contributions at beginning of year2020-12-31$70,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$233,577
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$341,089
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$950,132
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,884,339
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$934,207
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 bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,641,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$564,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$564,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$605
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$554,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$1,628,411
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$716,648
Liabilities. Value of benefit claims payable at end of year2020-12-31$50,073
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$41,394
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
Accountancy firm EIN2020-12-31132781641
2019 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$50,501
Total income from all sources (including contributions)2019-12-31$2,098,616
Total income from all sources (including contributions)2019-12-31$2,098,616
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,055,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,890,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,093,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,093,379
Value of total assets at end of year2019-12-31$975,601
Value of total assets at end of year2019-12-31$975,601
Value of total assets at beginning of year2019-12-31$941,728
Value of total assets at beginning of year2019-12-31$941,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,028
Total interest from all sources2019-12-31$5,237
Total interest from all sources2019-12-31$5,237
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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$165,028
Was this plan covered by a fidelity bond2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$816,256
Contributions received from participants2019-12-31$816,256
Participant contributions at end of year2019-12-31$70,250
Participant contributions at end of year2019-12-31$70,250
Participant contributions at beginning of year2019-12-31$69,960
Participant contributions at beginning of year2019-12-31$69,960
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$341,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$341,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$271,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$271,504
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$42,980
Value of net assets at end of year (total assets less liabilities)2019-12-31$934,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$934,207
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$891,227
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$891,227
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 bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$564,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$564,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$600,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$600,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$600,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$600,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,237
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$564,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,277,123
Contributions received in cash from employer2019-12-31$1,277,123
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,326,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,326,433
Liabilities. Value of benefit claims payable at end of year2019-12-31$41,394
Liabilities. Value of benefit claims payable at end of year2019-12-31$41,394
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$50,501
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$50,501
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
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
Accountancy firm EIN2019-12-31132781641
2018 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$50,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$100,759
Total income from all sources (including contributions)2018-12-31$1,966,221
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,115,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,940,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,961,673
Value of total assets at end of year2018-12-31$941,728
Value of total assets at beginning of year2018-12-31$1,141,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$174,569
Total interest from all sources2018-12-31$4,548
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$174,569
Was this plan covered by a fidelity bond2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$810,903
Participant contributions at end of year2018-12-31$69,960
Participant contributions at beginning of year2018-12-31$71,708
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$271,504
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$421,477
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-149,331
Value of net assets at end of year (total assets less liabilities)2018-12-31$891,227
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,040,558
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$600,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$648,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$648,132
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,548
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$567,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Contributions received in cash from employer2018-12-31$1,150,770
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,373,940
Liabilities. Value of benefit claims payable at end of year2018-12-31$50,501
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$100,759
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
Accountancy firm EIN2018-12-31132781641
2017 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$100,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$115,041
Total income from all sources (including contributions)2017-12-31$1,687,451
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,809,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,610,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,684,155
Value of total assets at end of year2017-12-31$1,141,317
Value of total assets at beginning of year2017-12-31$1,277,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$199,130
Total interest from all sources2017-12-31$3,296
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$199,130
Was this plan covered by a fidelity bond2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$853,321
Participant contributions at end of year2017-12-31$71,708
Participant contributions at beginning of year2017-12-31$94,028
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$421,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$493,825
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-122,385
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,040,558
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,162,943
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 bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$648,132
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$657,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$657,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,296
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$551,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Contributions received in cash from employer2017-12-31$830,834
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$32,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,059,507
Liabilities. Value of benefit claims payable at end of year2017-12-31$100,759
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$115,041
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
Accountancy firm EIN2017-12-31132781641
2016 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$115,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$157,025
Total income from all sources (including contributions)2016-12-31$1,979,706
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,973,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,777,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,978,970
Value of total assets at end of year2016-12-31$1,277,984
Value of total assets at beginning of year2016-12-31$1,313,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$195,644
Total interest from all sources2016-12-31$736
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$195,644
Was this plan covered by a fidelity bond2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$958,296
Participant contributions at end of year2016-12-31$94,028
Participant contributions at beginning of year2016-12-31$69,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$493,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$690,130
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,437
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,162,943
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,156,506
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 bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$657,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$554,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$554,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$736
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$572,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$1,020,674
Employer contributions (assets) at end of year2016-12-31$32,479
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,204,840
Liabilities. Value of benefit claims payable at end of year2016-12-31$115,041
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$157,025
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 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$157,025
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$227,475
Total income from all sources (including contributions)2015-12-31$2,218,961
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,398,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,153,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,218,955
Value of total assets at end of year2015-12-31$1,313,531
Value of total assets at beginning of year2015-12-31$1,563,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$245,382
Total interest from all sources2015-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$245,382
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$833,270
Participant contributions at end of year2015-12-31$69,290
Participant contributions at beginning of year2015-12-31$87,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$690,130
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$702,262
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-179,538
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,156,506
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,336,044
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 bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$554,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$773,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$773,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$611,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$1,385,685
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,541,413
Liabilities. Value of benefit claims payable at end of year2015-12-31$157,025
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$226,555
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 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$227,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$134,669
Total income from all sources (including contributions)2014-12-31$3,490,230
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,836,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,580,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,490,229
Value of total assets at end of year2014-12-31$1,563,519
Value of total assets at beginning of year2014-12-31$817,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$255,988
Total interest from all sources2014-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$255,988
Was this plan covered by a fidelity bond2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$905,900
Participant contributions at end of year2014-12-31$87,841
Participant contributions at beginning of year2014-12-31$66,848
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$702,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$397,717
Liabilities. Value of operating payables at end of year2014-12-31$920
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$653,434
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,336,044
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$682,610
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 bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$773,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$352,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$352,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$666,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$2,584,329
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,913,899
Liabilities. Value of benefit claims payable at end of year2014-12-31$226,555
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$134,669
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 : LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$134,669
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$3,750,287
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,067,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,828,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,750,284
Value of total assets at end of year2013-12-31$817,279
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$238,838
Total interest from all sources2013-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$238,838
Was this plan covered by a fidelity bond2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$841,519
Participant contributions at end of year2013-12-31$66,848
Participant contributions at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$397,717
Value of other receiveables (less allowance for doubtful accounts) 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$682,610
Value of net assets at end of year (total assets less liabilities)2013-12-31$682,610
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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 bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$352,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$693,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$2,908,765
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,135,057
Liabilities. Value of benefit claims payable at end of year2013-12-31$134,669
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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 EIN2013-12-31346565596

Form 5500 Responses for LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

2022: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 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: LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered6
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?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
Welfare Benefit Premiums Paid to CarrierUSD $39,042
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered282
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $359,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered6
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?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
Welfare Benefit Premiums Paid to CarrierUSD $41,829
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered365
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $462,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered9
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?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
Welfare Benefit Premiums Paid to CarrierUSD $61,441
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered403
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $493,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered10
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?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
Welfare Benefit Premiums Paid to CarrierUSD $64,595
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered420
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $499,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered10
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?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
Welfare Benefit Premiums Paid to CarrierUSD $72,670
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered415
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $494,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered11
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?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
Welfare Benefit Premiums Paid to CarrierUSD $71,491
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered416
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered450
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered15
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?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
Welfare Benefit Premiums Paid to CarrierUSD $65,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered12
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?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
Welfare Benefit Premiums Paid to CarrierUSD $70,098
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered470
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $622,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95103 )
Policy contract numberH3456
Policy instance 2
Insurance contract or identification numberH3456
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Welfare Benefit Premiums Paid to CarrierUSD $44,348
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 number10083856
Policy instance 1
Insurance contract or identification number10083856
Number of Individuals Covered385
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $575,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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