?>
Plan Name | LNL SAV4 VANGUARD TARGET RETIREMENT 2040 |
Plan identification number | 733 |
Company Name: | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 350472300 |
Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1994-05-25 |
Company Identification Number: | 19941060014 |
Legal Registered Office Address: |
945 S 8th St Colorado Springs United States of America (USA) 80905 |
More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
733 | 2019-01-01 | ||||
733 | 2018-01-01 | ||||
733 | 2017-01-01 | 2018-10-12 | |||
733 | 2016-01-01 | 2017-10-16 | |||
733 | 2015-01-01 | 2016-10-14 | |||
733 | 2014-01-01 | 2015-10-06 | |||
733 | 2013-01-01 | 2014-10-12 |
Measure | Date | Value |
---|---|---|
2019: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2019 401k membership | ||
Total of all active and inactive participants | 2019-01-01 | 0 |
2015: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2015 401k membership | ||
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2014 401k membership | ||
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2013 401k membership | ||
Total of all active and inactive participants | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $21,299,020 |
Total transfer of assets from this plan | 2019-12-31 | $133,990,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $12,410 |
Total income from all sources (including contributions) | 2019-12-31 | $-2,758,475 |
Total loss/gain on sale of assets | 2019-12-31 | $2,745,688 |
Total of all expenses incurred | 2019-12-31 | $391,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $115,853,154 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $391,008 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $12,410 |
Administrative expenses (other) incurred | 2019-12-31 | $391,008 |
Value of net income/loss | 2019-12-31 | $-3,149,483 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $115,840,744 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $115,853,154 |
Interest earned on other investments | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-5,504,163 |
Aggregate proceeds on sale of assets | 2019-12-31 | $30,601,135 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $27,855,447 |
2018 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $30,728,420 |
Total transfer of assets from this plan | 2018-12-31 | $34,293,696 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $12,410 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $946,783 |
Total income from all sources (including contributions) | 2018-12-31 | $-8,977,766 |
Total loss/gain on sale of assets | 2018-12-31 | $2,977,738 |
Total of all expenses incurred | 2018-12-31 | $626,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $115,853,154 |
Value of total assets at beginning of year | 2018-12-31 | $129,957,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $626,609 |
Total interest from all sources | 2018-12-31 | $2,919,131 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $12,410 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $946,783 |
Administrative expenses (other) incurred | 2018-12-31 | $626,609 |
Value of net income/loss | 2018-12-31 | $-9,604,375 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $115,840,744 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $129,010,395 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $115,853,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $129,957,178 |
Interest earned on other investments | 2018-12-31 | $2,919,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-14,874,635 |
Aggregate proceeds on sale of assets | 2018-12-31 | $35,247,451 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $32,269,713 |
2017 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $34,115,552 |
Total transfer of assets from this plan | 2017-12-31 | $24,071,087 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $946,783 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,685 |
Total income from all sources (including contributions) | 2017-12-31 | $21,394,810 |
Total loss/gain on sale of assets | 2017-12-31 | $959,796 |
Total of all expenses incurred | 2017-12-31 | $572,993 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $129,957,178 |
Value of total assets at beginning of year | 2017-12-31 | $98,146,798 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $572,993 |
Total interest from all sources | 2017-12-31 | $2,489,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $89,667 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $946,783 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,685 |
Administrative expenses (other) incurred | 2017-12-31 | $572,993 |
Value of net income/loss | 2017-12-31 | $20,821,817 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $129,010,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $98,144,113 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $129,957,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $98,057,131 |
Interest earned on other investments | 2017-12-31 | $2,489,549 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $17,945,465 |
Aggregate proceeds on sale of assets | 2017-12-31 | $25,464,009 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $24,504,213 |
2016 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $57,176,147 |
Total transfer of assets from this plan | 2016-12-31 | $99,378,483 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,685 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,786 |
Total income from all sources (including contributions) | 2016-12-31 | $11,145,648 |
Total loss/gain on sale of assets | 2016-12-31 | $1,529,417 |
Total of all expenses incurred | 2016-12-31 | $579,949 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $98,146,798 |
Value of total assets at beginning of year | 2016-12-31 | $129,782,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $579,949 |
Total interest from all sources | 2016-12-31 | $2,288,311 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $89,667 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $481,248 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,685 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $1,786 |
Administrative expenses (other) incurred | 2016-12-31 | $579,949 |
Value of net income/loss | 2016-12-31 | $10,565,699 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $98,144,113 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $129,780,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $98,057,131 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $129,301,288 |
Interest earned on other investments | 2016-12-31 | $2,288,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $7,327,920 |
Aggregate proceeds on sale of assets | 2016-12-31 | $248,983,458 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $247,454,041 |
2015 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $74,048,721 |
Total transfer of assets from this plan | 2015-12-31 | $25,946,578 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,786 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $900,103 |
Total income from all sources (including contributions) | 2015-12-31 | $-2,392,501 |
Total loss/gain on sale of assets | 2015-12-31 | $258,672 |
Total of all expenses incurred | 2015-12-31 | $519,965 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $129,782,536 |
Value of total assets at beginning of year | 2015-12-31 | $85,491,176 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $519,965 |
Total interest from all sources | 2015-12-31 | $3,726,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $481,248 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $1,786 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $900,103 |
Administrative expenses (other) incurred | 2015-12-31 | $519,965 |
Value of net income/loss | 2015-12-31 | $-2,912,466 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $129,780,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $84,591,073 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $129,301,288 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $85,491,176 |
Interest earned on other investments | 2015-12-31 | $3,726,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-6,378,076 |
Aggregate proceeds on sale of assets | 2015-12-31 | $26,338,889 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $26,080,217 |
2014 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $90,640,055 |
Total transfer of assets from this plan | 2014-12-31 | $12,395,214 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $900,103 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $46 |
Total income from all sources (including contributions) | 2014-12-31 | $3,196,208 |
Total loss/gain on sale of assets | 2014-12-31 | $78,638 |
Total of all expenses incurred | 2014-12-31 | $247,343 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $85,491,176 |
Value of total assets at beginning of year | 2014-12-31 | $3,397,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $247,343 |
Total interest from all sources | 2014-12-31 | $1,661,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $44,816 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $900,103 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $46 |
Administrative expenses (other) incurred | 2014-12-31 | $247,343 |
Value of net income/loss | 2014-12-31 | $2,948,865 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $84,591,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,397,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $85,491,176 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,352,597 |
Interest earned on other investments | 2014-12-31 | $1,661,641 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,455,929 |
Aggregate proceeds on sale of assets | 2014-12-31 | $13,272,141 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $13,193,503 |
2013 : LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $3,426,764 |
Total transfer of assets from this plan | 2013-12-31 | $93,125 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $46 |
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 | $64,581 |
Total loss/gain on sale of assets | 2013-12-31 | $-587 |
Total of all expenses incurred | 2013-12-31 | $853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $3,397,413 |
Value of total assets at beginning of year | 2013-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $853 |
Total interest from all sources | 2013-12-31 | $37,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $44,816 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $46 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $853 |
Value of net income/loss | 2013-12-31 | $63,728 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,397,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,352,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $37,609 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $27,559 |
Aggregate proceeds on sale of assets | 2013-12-31 | $149,295 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $149,882 |
2019: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2018: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2017: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2016: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: LNL SAV4 VANGUARD TARGET RETIREMENT 2040 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |