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Plan Name | LNL SADZ BAIRD CORE PLUS BOND INST |
Plan identification number | 751 |
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 |
---|---|---|---|---|---|
751 | 2019-01-01 | ||||
751 | 2018-01-01 | ||||
751 | 2017-01-01 | 2018-10-12 |
Measure | Date | Value |
---|---|---|
2019: LNL SADZ BAIRD CORE PLUS BOND INST 2019 401k membership | ||
Total of all active and inactive participants | 2019-01-01 | 0 |
2017: LNL SADZ BAIRD CORE PLUS BOND INST 2017 401k membership | ||
Total of all active and inactive participants | 2017-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : LNL SADZ BAIRD CORE PLUS BOND INST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $537,853 |
Total transfer of assets to this plan | 2019-12-31 | $537,853 |
Total transfer of assets from this plan | 2019-12-31 | $5,790,966 |
Total transfer of assets from this plan | 2019-12-31 | $5,790,966 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
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 | $206 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $206 |
Total income from all sources (including contributions) | 2019-12-31 | $251,387 |
Total income from all sources (including contributions) | 2019-12-31 | $251,387 |
Total loss/gain on sale of assets | 2019-12-31 | $-544 |
Total loss/gain on sale of assets | 2019-12-31 | $-544 |
Total of all expenses incurred | 2019-12-31 | $15,709 |
Total of all expenses incurred | 2019-12-31 | $15,709 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
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 |
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 end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $5,017,641 |
Value of total assets at beginning of year | 2019-12-31 | $5,017,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,709 |
Total interest from all sources | 2019-12-31 | $87,830 |
Total interest from all sources | 2019-12-31 | $87,830 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 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 | $3,197 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,197 |
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 end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $206 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $206 |
Administrative expenses (other) incurred | 2019-12-31 | $15,709 |
Administrative expenses (other) incurred | 2019-12-31 | $15,709 |
Value of net income/loss | 2019-12-31 | $235,678 |
Value of net income/loss | 2019-12-31 | $235,678 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,017,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,017,435 |
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 end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,014,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,014,444 |
Interest earned on other investments | 2019-12-31 | $87,830 |
Interest earned on other investments | 2019-12-31 | $87,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $164,101 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $164,101 |
Aggregate proceeds on sale of assets | 2019-12-31 | $964,364 |
Aggregate proceeds on sale of assets | 2019-12-31 | $964,364 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $964,908 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $964,908 |
2018 : LNL SADZ BAIRD CORE PLUS BOND INST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $830,024 |
Total transfer of assets from this plan | 2018-12-31 | $899,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $206 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $211 |
Total income from all sources (including contributions) | 2018-12-31 | $-28,066 |
Total loss/gain on sale of assets | 2018-12-31 | $-23,347 |
Total of all expenses incurred | 2018-12-31 | $25,463 |
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 | $5,017,641 |
Value of total assets at beginning of year | 2018-12-31 | $5,140,875 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $25,463 |
Total interest from all sources | 2018-12-31 | $157,943 |
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 | $3,197 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $766 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $206 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $211 |
Administrative expenses (other) incurred | 2018-12-31 | $25,463 |
Value of net income/loss | 2018-12-31 | $-53,529 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,017,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,140,664 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,014,444 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,140,109 |
Interest earned on other investments | 2018-12-31 | $157,943 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-162,662 |
Aggregate proceeds on sale of assets | 2018-12-31 | $929,416 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $952,763 |
2017 : LNL SADZ BAIRD CORE PLUS BOND INST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $5,497,892 |
Total transfer of assets from this plan | 2017-12-31 | $442,265 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $211 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $100,790 |
Total loss/gain on sale of assets | 2017-12-31 | $-1,375 |
Total of all expenses incurred | 2017-12-31 | $15,753 |
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 | $5,140,875 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $15,753 |
Total interest from all sources | 2017-12-31 | $103,604 |
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 | $766 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $211 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $15,753 |
Value of net income/loss | 2017-12-31 | $85,037 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,140,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,140,109 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $103,604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-1,439 |
Aggregate proceeds on sale of assets | 2017-12-31 | $2,012,261 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,013,636 |
2019: LNL SADZ BAIRD CORE PLUS BOND INST 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 SADZ BAIRD CORE PLUS BOND INST 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 SADZ BAIRD CORE PLUS BOND INST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | First time form 5500 has been submitted | Yes |
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 |