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Plan Name | LNL SAV5 VANGUARD TARGET RETIREMENT 2050 |
Plan identification number | 734 |
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
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
734 | 2019-01-01 | ||||
734 | 2018-01-01 | ||||
734 | 2017-01-01 | 2018-10-12 | |||
734 | 2016-01-01 | 2017-10-16 | |||
734 | 2015-01-01 | 2016-10-14 | |||
734 | 2014-01-01 | 2015-10-06 | |||
734 | 2013-01-01 | 2014-10-12 |
Measure | Date | Value |
---|---|---|
2019: LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2019 401k membership | ||
Total of all active and inactive participants | 2019-01-01 | 0 |
2015: LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2015 401k membership | ||
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2014 401k membership | ||
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2013 401k membership | ||
Total of all active and inactive participants | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $13,262,107 |
Total transfer of assets from this plan | 2019-12-31 | $66,810,183 |
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 | $2,216 |
Total income from all sources (including contributions) | 2019-12-31 | $-579,583 |
Total loss/gain on sale of assets | 2019-12-31 | $837,287 |
Total of all expenses incurred | 2019-12-31 | $190,956 |
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 | $54,320,831 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $190,956 |
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 | $109,245 |
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 | $2,216 |
Administrative expenses (other) incurred | 2019-12-31 | $190,956 |
Value of net income/loss | 2019-12-31 | $-770,539 |
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 | $54,318,615 |
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 | $54,211,586 |
Interest earned on other investments | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-1,416,870 |
Aggregate proceeds on sale of assets | 2019-12-31 | $13,849,202 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $13,011,915 |
2018 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $22,260,859 |
Total transfer of assets from this plan | 2018-12-31 | $21,615,897 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,216 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,414 |
Total income from all sources (including contributions) | 2018-12-31 | $-4,560,907 |
Total loss/gain on sale of assets | 2018-12-31 | $1,851,036 |
Total of all expenses incurred | 2018-12-31 | $289,785 |
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 | $54,320,831 |
Value of total assets at beginning of year | 2018-12-31 | $58,526,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $289,785 |
Total interest from all sources | 2018-12-31 | $1,335,793 |
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 | $109,245 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $17,935 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,216 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,414 |
Administrative expenses (other) incurred | 2018-12-31 | $289,785 |
Value of net income/loss | 2018-12-31 | $-4,850,692 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $54,318,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $58,524,345 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $54,211,586 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $58,508,824 |
Interest earned on other investments | 2018-12-31 | $1,335,793 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-7,747,736 |
Aggregate proceeds on sale of assets | 2018-12-31 | $22,106,359 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $20,255,323 |
2017 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $21,346,293 |
Total transfer of assets from this plan | 2017-12-31 | $11,761,917 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $2,414 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,089 |
Total income from all sources (including contributions) | 2017-12-31 | $9,424,800 |
Total loss/gain on sale of assets | 2017-12-31 | $436,147 |
Total of all expenses incurred | 2017-12-31 | $246,075 |
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 | $58,526,759 |
Value of total assets at beginning of year | 2017-12-31 | $39,762,333 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $246,075 |
Total interest from all sources | 2017-12-31 | $1,098,575 |
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 | $17,935 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $40,299 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,414 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,089 |
Administrative expenses (other) incurred | 2017-12-31 | $246,075 |
Value of net income/loss | 2017-12-31 | $9,178,725 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $58,524,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $39,761,244 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $58,508,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $39,722,034 |
Interest earned on other investments | 2017-12-31 | $1,098,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,890,078 |
Aggregate proceeds on sale of assets | 2017-12-31 | $12,322,931 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $11,886,784 |
2016 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $26,982,781 |
Total transfer of assets from this plan | 2016-12-31 | $42,104,781 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,089 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $697 |
Total income from all sources (including contributions) | 2016-12-31 | $4,584,009 |
Total loss/gain on sale of assets | 2016-12-31 | $781,340 |
Total of all expenses incurred | 2016-12-31 | $232,453 |
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 | $39,762,333 |
Value of total assets at beginning of year | 2016-12-31 | $50,532,385 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $232,453 |
Total interest from all sources | 2016-12-31 | $792,192 |
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 | $40,299 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $145,608 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,089 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $697 |
Administrative expenses (other) incurred | 2016-12-31 | $232,453 |
Value of net income/loss | 2016-12-31 | $4,351,556 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $39,761,244 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,531,688 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $39,722,034 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $50,386,777 |
Interest earned on other investments | 2016-12-31 | $792,192 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,010,477 |
Aggregate proceeds on sale of assets | 2016-12-31 | $102,499,256 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $101,717,916 |
2015 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $31,194,251 |
Total transfer of assets from this plan | 2015-12-31 | $12,336,464 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $697 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $980,657 |
Total income from all sources (including contributions) | 2015-12-31 | $-956,725 |
Total loss/gain on sale of assets | 2015-12-31 | $123,125 |
Total of all expenses incurred | 2015-12-31 | $210,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $50,532,385 |
Value of total assets at beginning of year | 2015-12-31 | $33,821,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $210,400 |
Total interest from all sources | 2015-12-31 | $1,156,355 |
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 | $145,608 |
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 | $697 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $980,657 |
Administrative expenses (other) incurred | 2015-12-31 | $210,400 |
Value of net income/loss | 2015-12-31 | $-1,167,125 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,531,688 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $32,841,026 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $50,386,777 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $33,821,683 |
Interest earned on other investments | 2015-12-31 | $1,156,355 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,236,205 |
Aggregate proceeds on sale of assets | 2015-12-31 | $12,540,913 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $12,417,788 |
2014 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $35,990,491 |
Total transfer of assets from this plan | 2014-12-31 | $5,393,785 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $980,657 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $14 |
Total income from all sources (including contributions) | 2014-12-31 | $1,195,731 |
Total loss/gain on sale of assets | 2014-12-31 | $32,273 |
Total of all expenses incurred | 2014-12-31 | $94,976 |
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 | $33,821,683 |
Value of total assets at beginning of year | 2014-12-31 | $1,143,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $94,976 |
Total interest from all sources | 2014-12-31 | $669,139 |
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 | $129,484 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $980,657 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $14 |
Administrative expenses (other) incurred | 2014-12-31 | $94,976 |
Value of net income/loss | 2014-12-31 | $1,100,755 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $32,841,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,143,565 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $33,821,683 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,014,095 |
Interest earned on other investments | 2014-12-31 | $669,139 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $494,319 |
Aggregate proceeds on sale of assets | 2014-12-31 | $5,510,031 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $5,477,758 |
2013 : LNL SAV5 VANGUARD TARGET RETIREMENT 2050 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $1,126,959 |
Total transfer of assets from this plan | 2013-12-31 | $188 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $14 |
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 | $17,082 |
Total loss/gain on sale of assets | 2013-12-31 | $-63 |
Total of all expenses incurred | 2013-12-31 | $288 |
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 | $1,143,579 |
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 | $288 |
Total interest from all sources | 2013-12-31 | $11,207 |
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 | $129,484 |
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 | $14 |
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 | $288 |
Value of net income/loss | 2013-12-31 | $16,794 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,143,565 |
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 | $1,014,095 |
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 | $11,207 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,938 |
Aggregate proceeds on sale of assets | 2013-12-31 | $14,447 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $14,510 |
2019: LNL SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 SAV5 VANGUARD TARGET RETIREMENT 2050 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 |