?>
Logo

LNL SATM 401K TOOLBOX MANAGED MODERATE 401k Plan overview

Plan NameLNL SATM 401K TOOLBOX MANAGED MODERATE
Plan identification number 706

LNL SATM 401K TOOLBOX MANAGED MODERATE Benefits

No plan benefit data available

401k Sponsoring company profile

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

Company Name:LINCOLN NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):350472300
NAIC Classification:524140

Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY

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

Colorado Springs
United States of America (USA)
80905

More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LNL SATM 401K TOOLBOX MANAGED MODERATE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
7062022-01-01
7062021-01-01
7062020-01-01
7062019-01-01
7062018-01-01
7062017-01-012018-10-12
7062016-01-012017-10-16
7062015-01-012016-10-14
7062014-01-012015-10-08
7062013-01-012014-10-12
7062012-01-012013-09-30
7062011-01-012012-09-28
7062009-01-012010-10-09

Plan Statistics for LNL SATM 401K TOOLBOX MANAGED MODERATE

401k plan membership statisitcs for LNL SATM 401K TOOLBOX MANAGED MODERATE

Measure Date Value
2022: LNL SATM 401K TOOLBOX MANAGED MODERATE 2022 401k membership
Total of all active and inactive participants2022-01-010
2019: LNL SATM 401K TOOLBOX MANAGED MODERATE 2019 401k membership
Total of all active and inactive participants2019-01-010
2015: LNL SATM 401K TOOLBOX MANAGED MODERATE 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: LNL SATM 401K TOOLBOX MANAGED MODERATE 2014 401k membership
Total of all active and inactive participants2014-01-010
2013: LNL SATM 401K TOOLBOX MANAGED MODERATE 2013 401k membership
Total of all active and inactive participants2013-01-010

Financial Data on LNL SATM 401K TOOLBOX MANAGED MODERATE

Measure Date Value
2022 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$18,976,255
Total transfer of assets from this plan2022-12-31$48,924,960
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,379,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,908,536
Total income from all sources (including contributions)2022-12-31$-19,756,878
Total loss/gain on sale of assets2022-12-31$12,006,546
Total of all expenses incurred2022-12-31$832,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$118,410,496
Value of total assets at beginning of year2022-12-31$190,477,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$832,108
Total interest from all sources2022-12-31$1,184,103
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,035,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$429,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,379,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$24,908,536
Administrative expenses (other) incurred2022-12-31$832,108
Value of net income/loss2022-12-31$-20,588,986
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,030,850
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$165,568,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$117,981,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$190,458,191
Interest earned on other investments2022-12-31$1,184,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,983,005
Income. Dividends from common stock2022-12-31$1,035,478
Aggregate proceeds on sale of assets2022-12-31$692,974,332
Aggregate carrying amount (costs) on sale of assets2022-12-31$680,967,786
2021 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$26,270,811
Total transfer of assets from this plan2021-12-31$65,738,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,908,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,825,600
Total income from all sources (including contributions)2021-12-31$27,491,410
Total loss/gain on sale of assets2021-12-31$13,752,976
Total of all expenses incurred2021-12-31$1,063,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$190,477,077
Value of total assets at beginning of year2021-12-31$180,434,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,063,818
Total interest from all sources2021-12-31$9,996
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,524,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,886
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$120,427
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$24,908,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,825,600
Administrative expenses (other) incurred2021-12-31$1,063,818
Value of net income/loss2021-12-31$26,427,592
Value of net assets at end of year (total assets less liabilities)2021-12-31$165,568,541
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$178,609,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$190,458,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$180,314,240
Interest earned on other investments2021-12-31$9,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,203,981
Income. Dividends from common stock2021-12-31$2,524,457
Aggregate proceeds on sale of assets2021-12-31$680,696,486
Aggregate carrying amount (costs) on sale of assets2021-12-31$666,943,510
2020 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$33,897,106
Total transfer of assets from this plan2020-12-31$63,628,060
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,825,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$993,151
Total income from all sources (including contributions)2020-12-31$18,298,789
Total loss/gain on sale of assets2020-12-31$26,620,008
Total of all expenses incurred2020-12-31$1,050,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$180,434,667
Value of total assets at beginning of year2020-12-31$192,085,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,050,919
Total interest from all sources2020-12-31$307,427
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,355,406
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$120,427
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$961,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,825,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$993,151
Administrative expenses (other) incurred2020-12-31$1,050,919
Value of net income/loss2020-12-31$17,247,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$178,609,067
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$191,092,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$180,314,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$191,124,225
Interest earned on other investments2020-12-31$307,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-10,984,052
Income. Dividends from common stock2020-12-31$2,355,406
Aggregate proceeds on sale of assets2020-12-31$747,336,592
Aggregate carrying amount (costs) on sale of assets2020-12-31$720,716,584
2019 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$38,407,214
Total transfer of assets from this plan2019-12-31$93,311,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$993,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$152,255
Total income from all sources (including contributions)2019-12-31$37,148,894
Total loss/gain on sale of assets2019-12-31$10,479,051
Total of all expenses incurred2019-12-31$1,258,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$192,085,302
Value of total assets at beginning of year2019-12-31$210,258,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,258,900
Total interest from all sources2019-12-31$710,328
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,184,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$961,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$219,121
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$993,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$152,255
Administrative expenses (other) incurred2019-12-31$1,258,900
Value of net income/loss2019-12-31$35,889,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$191,092,151
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$210,106,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$191,124,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$210,039,239
Interest earned on other investments2019-12-31$710,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,774,713
Income. Dividends from common stock2019-12-31$4,184,802
Aggregate proceeds on sale of assets2019-12-31$755,661,892
Aggregate carrying amount (costs) on sale of assets2019-12-31$745,182,841
2018 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$46,848,508
Total transfer of assets from this plan2018-12-31$100,795,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$152,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$340,038
Total income from all sources (including contributions)2018-12-31$-7,898,646
Total loss/gain on sale of assets2018-12-31$25,724,567
Total of all expenses incurred2018-12-31$1,536,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$210,258,360
Value of total assets at beginning of year2018-12-31$273,828,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,536,161
Total interest from all sources2018-12-31$425,778
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,148,328
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$219,121
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$377,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$152,255
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$340,038
Administrative expenses (other) incurred2018-12-31$1,536,161
Value of net income/loss2018-12-31$-9,434,807
Value of net assets at end of year (total assets less liabilities)2018-12-31$210,106,105
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$273,487,967
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$210,039,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$273,450,946
Interest earned on other investments2018-12-31$425,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-38,197,319
Income. Dividends from common stock2018-12-31$4,148,328
Aggregate proceeds on sale of assets2018-12-31$1,284,078,355
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,258,353,788
2017 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$55,151,551
Total transfer of assets from this plan2017-12-31$121,283,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$340,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,574
Total income from all sources (including contributions)2017-12-31$54,074,398
Total loss/gain on sale of assets2017-12-31$34,466,388
Total of all expenses incurred2017-12-31$1,682,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$273,828,005
Value of total assets at beginning of year2017-12-31$287,236,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,682,144
Total interest from all sources2017-12-31$71,229
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,955,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$377,059
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,751,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$340,038
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,574
Administrative expenses (other) incurred2017-12-31$1,682,144
Value of net income/loss2017-12-31$52,392,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$273,487,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$287,227,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$273,450,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$285,484,803
Interest earned on other investments2017-12-31$71,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,581,653
Income. Dividends from common stock2017-12-31$4,955,128
Aggregate proceeds on sale of assets2017-12-31$692,176,073
Aggregate carrying amount (costs) on sale of assets2017-12-31$657,709,685
2016 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$70,716,177
Total transfer of assets from this plan2016-12-31$168,918,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,516,457
Total income from all sources (including contributions)2016-12-31$32,607,616
Total loss/gain on sale of assets2016-12-31$12,804,691
Total of all expenses incurred2016-12-31$1,941,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$287,236,783
Value of total assets at beginning of year2016-12-31$364,279,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,941,458
Total interest from all sources2016-12-31$815
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,521,100
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,751,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,221,711
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,516,457
Administrative expenses (other) incurred2016-12-31$1,941,458
Value of net income/loss2016-12-31$30,666,158
Value of net assets at end of year (total assets less liabilities)2016-12-31$287,227,209
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$354,763,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$285,484,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$358,058,043
Interest earned on other investments2016-12-31$815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,281,010
Income. Dividends from common stock2016-12-31$6,521,100
Aggregate proceeds on sale of assets2016-12-31$1,363,543,838
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,350,739,147
2015 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$120,115,117
Total transfer of assets from this plan2015-12-31$278,233,802
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,516,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,455,785
Total income from all sources (including contributions)2015-12-31$-22,355,854
Total loss/gain on sale of assets2015-12-31$-936,857
Total of all expenses incurred2015-12-31$2,672,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$364,279,754
Value of total assets at beginning of year2015-12-31$541,365,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,672,358
Total interest from all sources2015-12-31$-324
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,615,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,221,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,946,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,516,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,455,785
Administrative expenses (other) incurred2015-12-31$2,672,358
Value of net income/loss2015-12-31$-25,028,212
Value of net assets at end of year (total assets less liabilities)2015-12-31$354,763,297
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$537,910,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$358,058,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$535,419,396
Interest earned on other investments2015-12-31$-324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-27,033,716
Income. Dividends from common stock2015-12-31$5,615,043
Aggregate proceeds on sale of assets2015-12-31$4,748,770,370
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,749,707,227
2014 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$162,844,906
Total transfer of assets from this plan2014-12-31$236,549,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,455,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150,277
Total income from all sources (including contributions)2014-12-31$1,656,133
Total loss/gain on sale of assets2014-12-31$-1,739,796
Total of all expenses incurred2014-12-31$3,499,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$541,365,979
Value of total assets at beginning of year2014-12-31$613,608,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,499,481
Total interest from all sources2014-12-31$10,496
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$10,558,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,946,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,455,785
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$150,277
Administrative expenses (other) incurred2014-12-31$3,499,481
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$709
Value of net income/loss2014-12-31$-1,843,348
Value of net assets at end of year (total assets less liabilities)2014-12-31$537,910,194
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$613,458,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$535,419,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$613,607,941
Interest earned on other investments2014-12-31$10,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-7,173,564
Income. Dividends from common stock2014-12-31$10,558,997
Aggregate proceeds on sale of assets2014-12-31$23,902,120,867
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,903,860,663
2013 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$203,132,744
Total transfer of assets from this plan2013-12-31$200,849,901
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$150,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,593,494
Total income from all sources (including contributions)2013-12-31$87,949,188
Total loss/gain on sale of assets2013-12-31$20,608,295
Total of all expenses incurred2013-12-31$3,453,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$613,608,650
Value of total assets at beginning of year2013-12-31$529,273,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,453,279
Total interest from all sources2013-12-31$9,243
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,859,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,245,665
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$150,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,593,494
Administrative expenses (other) incurred2013-12-31$3,453,279
Total non interest bearing cash at end of year2013-12-31$709
Total non interest bearing cash at beginning of year2013-12-31$1,727
Value of net income/loss2013-12-31$84,495,909
Value of net assets at end of year (total assets less liabilities)2013-12-31$613,458,373
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$526,679,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$613,607,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$528,025,723
Interest earned on other investments2013-12-31$9,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$59,472,407
Income. Dividends from common stock2013-12-31$7,859,243
Aggregate proceeds on sale of assets2013-12-31$25,303,909,955
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,283,301,660
2012 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$329,238,598
Total transfer of assets from this plan2012-12-31$169,420,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,593,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,544
Total income from all sources (including contributions)2012-12-31$35,402,810
Total loss/gain on sale of assets2012-12-31$27,521,539
Total of all expenses incurred2012-12-31$2,324,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$529,273,115
Value of total assets at beginning of year2012-12-31$333,794,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,324,185
Total interest from all sources2012-12-31$7,863
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,617,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,245,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,065,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,593,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,544
Administrative expenses (other) incurred2012-12-31$2,324,185
Total non interest bearing cash at end of year2012-12-31$1,727
Total non interest bearing cash at beginning of year2012-12-31$781,496
Value of net income/loss2012-12-31$33,078,625
Value of net assets at end of year (total assets less liabilities)2012-12-31$526,679,621
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$333,782,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$528,025,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$331,946,762
Interest earned on other investments2012-12-31$7,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,255,689
Income. Dividends from common stock2012-12-31$6,617,719
Aggregate proceeds on sale of assets2012-12-31$49,320,070,079
Aggregate carrying amount (costs) on sale of assets2012-12-31$49,292,548,540
2011 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$158,065,163
Total transfer of assets from this plan2011-12-31$99,602,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,128,797
Total income from all sources (including contributions)2011-12-31$-31,689,934
Total loss/gain on sale of assets2011-12-31$-17,483,326
Total of all expenses incurred2011-12-31$2,024,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$333,794,073
Value of total assets at beginning of year2011-12-31$311,162,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,024,193
Total interest from all sources2011-12-31$17,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$655,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,065,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,605,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,128,797
Administrative expenses (other) incurred2011-12-31$2,024,193
Total non interest bearing cash at end of year2011-12-31$781,496
Total non interest bearing cash at beginning of year2011-12-31$8,754,278
Value of net income/loss2011-12-31$-33,714,127
Value of net assets at end of year (total assets less liabilities)2011-12-31$333,782,529
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$309,033,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$331,946,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$300,802,298
Interest earned on other investments2011-12-31$17,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-14,879,714
Income. Dividends from common stock2011-12-31$655,507
Aggregate proceeds on sale of assets2011-12-31$56,042,730,985
Aggregate carrying amount (costs) on sale of assets2011-12-31$56,060,214,311
2010 : LNL SATM 401K TOOLBOX MANAGED MODERATE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$161,260,138
Total transfer of assets from this plan2010-12-31$67,480,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,128,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,854,989
Total income from all sources (including contributions)2010-12-31$27,224,629
Total loss/gain on sale of assets2010-12-31$8,242,438
Total of all expenses incurred2010-12-31$1,459,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$311,162,455
Value of total assets at beginning of year2010-12-31$191,344,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,459,356
Total interest from all sources2010-12-31$49,109
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,137,881
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,605,879
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$860,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,128,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,854,989
Administrative expenses (other) incurred2010-12-31$1,459,356
Total non interest bearing cash at end of year2010-12-31$8,754,278
Total non interest bearing cash at beginning of year2010-12-31$28,890
Value of net income/loss2010-12-31$25,765,273
Value of net assets at end of year (total assets less liabilities)2010-12-31$309,033,658
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$189,489,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$300,802,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$190,454,575
Interest earned on other investments2010-12-31$49,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,795,201
Income. Dividends from common stock2010-12-31$3,137,881
Aggregate proceeds on sale of assets2010-12-31$24,273,181,573
Aggregate carrying amount (costs) on sale of assets2010-12-31$24,264,939,135

Form 5500 Responses for LNL SATM 401K TOOLBOX MANAGED MODERATE

2022: LNL SATM 401K TOOLBOX MANAGED MODERATE 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
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
2021: LNL SATM 401K TOOLBOX MANAGED MODERATE 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
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
2020: LNL SATM 401K TOOLBOX MANAGED MODERATE 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
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
2019: LNL SATM 401K TOOLBOX MANAGED MODERATE 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final 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
2018: LNL SATM 401K TOOLBOX MANAGED MODERATE 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: LNL SATM 401K TOOLBOX MANAGED MODERATE 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: LNL SATM 401K TOOLBOX MANAGED MODERATE 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: LNL SATM 401K TOOLBOX MANAGED MODERATE 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: LNL SATM 401K TOOLBOX MANAGED MODERATE 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: LNL SATM 401K TOOLBOX MANAGED MODERATE 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: LNL SATM 401K TOOLBOX MANAGED MODERATE 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: LNL SATM 401K TOOLBOX MANAGED MODERATE 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2009: LNL SATM 401K TOOLBOX MANAGED MODERATE 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3