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BETHEL COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameBETHEL COLLEGE RETIREMENT PLAN
Plan identification number 002

BETHEL COLLEGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BETHEL UNIVERSITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BETHEL UNIVERSITY, INC.
Employer identification number (EIN):350935587
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BETHEL COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01JERRY WHITE2022-10-11
0022020-01-01JERRY WHITE2021-08-20
0022019-01-01JERRY WHITE2020-07-27
0022018-01-01JERRY WHITE2019-09-09
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01CLAIR W KNAPP
0022012-01-01CLAIR KNAPP
0022011-01-01CLAIR KNAPP
0022010-01-01CLAIR KNAPP
0022009-01-01CLAIR KNAPP

Plan Statistics for BETHEL COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for BETHEL COLLEGE RETIREMENT PLAN

Measure Date Value
2021: BETHEL COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01531
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BETHEL COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01535
Total number of active participants reported on line 7a of the Form 55002020-01-01259
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-01204
Total of all active and inactive participants2020-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01531
Number of participants with account balances2020-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BETHEL COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01538
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-0177
Number of other retired or separated participants entitled to future benefits2019-01-01211
Total of all active and inactive participants2019-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01523
Number of participants with account balances2019-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BETHEL COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01523
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-0175
Number of other retired or separated participants entitled to future benefits2018-01-01200
Total of all active and inactive participants2018-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01538
Number of participants with account balances2018-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BETHEL COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01528
Total number of active participants reported on line 7a of the Form 55002017-01-01237
Number of retired or separated participants receiving benefits2017-01-0175
Number of other retired or separated participants entitled to future benefits2017-01-01211
Total of all active and inactive participants2017-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01523
Number of participants with account balances2017-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BETHEL COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01348
Total number of active participants reported on line 7a of the Form 55002016-01-01248
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01277
Total of all active and inactive participants2016-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01525
Number of participants with account balances2016-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BETHEL COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01338
Total number of active participants reported on line 7a of the Form 55002015-01-01266
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01279
Total of all active and inactive participants2015-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01545
Number of participants with account balances2015-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BETHEL COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01570
Total number of active participants reported on line 7a of the Form 55002014-01-01275
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01266
Total of all active and inactive participants2014-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01541
Number of participants with account balances2014-01-01539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BETHEL COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01556
Total number of active participants reported on line 7a of the Form 55002013-01-01285
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01285
Total of all active and inactive participants2013-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01570
Number of participants with account balances2013-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BETHEL COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01541
Total number of active participants reported on line 7a of the Form 55002012-01-01272
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01284
Total of all active and inactive participants2012-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01556
Number of participants with account balances2012-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BETHEL COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01542
Total number of active participants reported on line 7a of the Form 55002011-01-01336
Number of other retired or separated participants entitled to future benefits2011-01-01205
Total of all active and inactive participants2011-01-01541
Total participants2011-01-01541
Number of participants with account balances2011-01-01541
2010: BETHEL COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01527
Total number of active participants reported on line 7a of the Form 55002010-01-01269
Number of other retired or separated participants entitled to future benefits2010-01-01273
Total of all active and inactive participants2010-01-01542
Total participants2010-01-01542
Number of participants with account balances2010-01-01545
2009: BETHEL COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01588
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of other retired or separated participants entitled to future benefits2009-01-01248
Total of all active and inactive participants2009-01-01527
Total participants2009-01-01527
Number of participants with account balances2009-01-01551

Financial Data on BETHEL COLLEGE RETIREMENT PLAN

Measure Date Value
2021 : BETHEL COLLEGE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$23,418,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,418,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,026,057
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,653,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,567,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,099,852
Value of total assets at end of year2021-12-31$23,418,040
Value of total assets at beginning of year2021-12-31$22,045,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,910
Total interest from all sources2021-12-31$92,269
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,281,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,281,944
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$836,303
Participant contributions at end of year2021-12-31$120,078
Participant contributions at beginning of year2021-12-31$63,404
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$263,549
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$23,418,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$15,077,539
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,372,902
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,045,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,933,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,437,288
Value of interest in pooled separate accounts at end of year2021-12-31$265,244
Value of interest in pooled separate accounts at beginning of year2021-12-31$241,304
Interest on participant loans2021-12-31$3,595
Interest earned on other investments2021-12-31$88,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,021,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,303,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,511,738
Net investment gain/loss from pooled separate accounts2021-12-31$40,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,567,245
Contract administrator fees2021-12-31$85,910
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2021-12-31351307701
2020 : BETHEL COLLEGE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,653,146
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,511,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,443,233
Value of total corrective distributions2020-12-31$30
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$896,739
Value of total assets at end of year2020-12-31$22,045,138
Value of total assets at beginning of year2020-12-31$19,903,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,035
Total interest from all sources2020-12-31$133,622
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$572,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$572,076
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$792,753
Participant contributions at end of year2020-12-31$63,404
Participant contributions at beginning of year2020-12-31$71,625
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$103,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,141,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,045,138
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,903,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,437,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,131,153
Value of interest in pooled separate accounts at end of year2020-12-31$241,304
Value of interest in pooled separate accounts at beginning of year2020-12-31$253,551
Interest on participant loans2020-12-31$3,651
Interest earned on other investments2020-12-31$129,971
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,303,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,446,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,052,766
Net investment gain/loss from pooled separate accounts2020-12-31$-2,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,443,233
Contract administrator fees2020-12-31$68,035
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2020-12-31351307701
2019 : BETHEL COLLEGE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,111,873
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,962,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,900,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$804,179
Value of total assets at end of year2019-12-31$19,903,290
Value of total assets at beginning of year2019-12-31$18,754,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,023
Total interest from all sources2019-12-31$141,778
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$186,151
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$775,994
Participant contributions at end of year2019-12-31$71,625
Participant contributions at beginning of year2019-12-31$102,669
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$30,610
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,809
Administrative expenses (other) incurred2019-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,149,185
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,903,290
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,754,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,131,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,555,779
Value of interest in pooled separate accounts at end of year2019-12-31$253,551
Value of interest in pooled separate accounts at beginning of year2019-12-31$366,159
Interest on participant loans2019-12-31$4,822
Interest earned on other investments2019-12-31$136,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,446,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,691,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,964,113
Net investment gain/loss from pooled separate accounts2019-12-31$15,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,376
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$7,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,900,665
Contract administrator fees2019-12-31$61,963
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2019-12-31351307701
2018 : BETHEL COLLEGE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$396,019
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,869,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,860,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,148,318
Value of total assets at end of year2018-12-31$18,754,105
Value of total assets at beginning of year2018-12-31$20,227,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,054
Total interest from all sources2018-12-31$153,422
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$109,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$109,479
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$790,573
Participant contributions at end of year2018-12-31$102,669
Participant contributions at beginning of year2018-12-31$104,049
Participant contributions at end of year2018-12-31$30,610
Participant contributions at beginning of year2018-12-31$28,036
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$166,260
Administrative expenses (other) incurred2018-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,473,698
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,754,105
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,227,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,555,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,688,848
Value of interest in pooled separate accounts at end of year2018-12-31$366,159
Value of interest in pooled separate accounts at beginning of year2018-12-31$402,528
Interest on participant loans2018-12-31$4,599
Interest earned on other investments2018-12-31$148,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,691,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,997,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,033,342
Net investment gain/loss from pooled separate accounts2018-12-31$18,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$191,485
Employer contributions (assets) at end of year2018-12-31$7,470
Employer contributions (assets) at beginning of year2018-12-31$7,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,860,663
Contract administrator fees2018-12-31$8,984
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2018-12-31351307701
2017 : BETHEL COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
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$3,556,124
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,596,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,584,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$971,179
Value of total assets at end of year2017-12-31$20,227,803
Value of total assets at beginning of year2017-12-31$18,268,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,595
Total interest from all sources2017-12-31$160,953
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$87,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$87,085
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$754,584
Participant contributions at end of year2017-12-31$104,049
Participant contributions at beginning of year2017-12-31$122,174
Participant contributions at end of year2017-12-31$28,036
Participant contributions at beginning of year2017-12-31$30,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$21,650
Administrative expenses (other) incurred2017-12-31$70
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$25,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,959,424
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,227,803
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,268,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,688,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,239,275
Value of interest in pooled separate accounts at end of year2017-12-31$402,528
Value of interest in pooled separate accounts at beginning of year2017-12-31$406,445
Interest on participant loans2017-12-31$5,048
Interest earned on other investments2017-12-31$155,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,997,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,436,386
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,319,704
Net investment gain/loss from pooled separate accounts2017-12-31$17,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$194,945
Employer contributions (assets) at end of year2017-12-31$7,138
Employer contributions (assets) at beginning of year2017-12-31$7,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,584,105
Contract administrator fees2017-12-31$12,525
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2017-12-31351307701
2016 : BETHEL COLLEGE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,997,258
Total of all expenses incurred2016-12-31$1,764,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,743,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$981,639
Value of total assets at end of year2016-12-31$18,268,379
Value of total assets at beginning of year2016-12-31$18,035,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,395
Total interest from all sources2016-12-31$180,325
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$113,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$113,406
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$764,940
Participant contributions at end of year2016-12-31$122,174
Participant contributions at beginning of year2016-12-31$88,860
Participant contributions at end of year2016-12-31$30,988
Participant contributions at beginning of year2016-12-31$24,918
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,897
Administrative expenses (other) incurred2016-12-31$130
Total non interest bearing cash at end of year2016-12-31$25,500
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$233,027
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,268,379
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,035,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,239,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,067,817
Value of interest in pooled separate accounts at end of year2016-12-31$406,445
Value of interest in pooled separate accounts at beginning of year2016-12-31$400,423
Interest on participant loans2016-12-31$4,032
Interest earned on other investments2016-12-31$176,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,436,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,445,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$701,334
Net investment gain/loss from pooled separate accounts2016-12-31$20,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$200,802
Employer contributions (assets) at end of year2016-12-31$7,611
Employer contributions (assets) at beginning of year2016-12-31$7,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,743,836
Contract administrator fees2016-12-31$20,265
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2016-12-31351307701
2015 : BETHEL COLLEGE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,119,877
Total of all expenses incurred2015-12-31$2,573,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,547,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,008,661
Value of total assets at end of year2015-12-31$18,035,352
Value of total assets at beginning of year2015-12-31$19,489,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,202
Total interest from all sources2015-12-31$174,723
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$469,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$469,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$702,610
Participant contributions at end of year2015-12-31$88,860
Participant contributions at beginning of year2015-12-31$107,439
Participant contributions at end of year2015-12-31$24,918
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$86,247
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,453,990
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,035,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,489,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,067,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,457,113
Value of interest in pooled separate accounts at end of year2015-12-31$400,423
Value of interest in pooled separate accounts at beginning of year2015-12-31$455,647
Interest on participant loans2015-12-31$4,300
Interest earned on other investments2015-12-31$170,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,445,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,468,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-568,880
Net investment gain/loss from pooled separate accounts2015-12-31$36,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$219,804
Employer contributions (assets) at end of year2015-12-31$7,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,547,665
Contract administrator fees2015-12-31$26,202
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2015-12-31351307701
2014 : BETHEL COLLEGE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,985,427
Total of all expenses incurred2014-12-31$2,263,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,239,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$891,602
Value of total assets at end of year2014-12-31$19,489,342
Value of total assets at beginning of year2014-12-31$19,767,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,963
Total interest from all sources2014-12-31$185,525
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$495,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$495,403
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$636,485
Participant contributions at end of year2014-12-31$107,439
Participant contributions at beginning of year2014-12-31$144,918
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,584
Total non interest bearing cash at end of year2014-12-31$892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-277,916
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,489,342
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,767,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,457,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,710,551
Value of interest in pooled separate accounts at end of year2014-12-31$455,647
Value of interest in pooled separate accounts at beginning of year2014-12-31$395,985
Interest on participant loans2014-12-31$4,047
Interest earned on other investments2014-12-31$181,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,468,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,515,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$363,402
Net investment gain/loss from pooled separate accounts2014-12-31$49,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$219,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,239,380
Contract administrator fees2014-12-31$23,963
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2014-12-31351307701
2013 : BETHEL COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,879,465
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,764,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,745,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,317,930
Value of total assets at end of year2013-12-31$19,767,258
Value of total assets at beginning of year2013-12-31$17,652,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,718
Total interest from all sources2013-12-31$185,894
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$362,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$362,185
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$682,727
Participant contributions at end of year2013-12-31$144,918
Participant contributions at beginning of year2013-12-31$46,937
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$417,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,283
Other income not declared elsewhere2013-12-31$9,741
Total non interest bearing cash at beginning of year2013-12-31$820,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,114,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,767,258
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,652,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,710,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,832,197
Value of interest in pooled separate accounts at end of year2013-12-31$395,985
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,420,740
Interest on participant loans2013-12-31$2,140
Interest earned on other investments2013-12-31$183,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,515,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,527,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,968,323
Net investment gain/loss from pooled separate accounts2013-12-31$35,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$217,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,745,903
Contract administrator fees2013-12-31$18,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2013-12-31351307701
2012 : BETHEL COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,620,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$907,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$897,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$891,330
Value of total assets at end of year2012-12-31$17,652,414
Value of total assets at beginning of year2012-12-31$15,940,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,425
Total interest from all sources2012-12-31$1,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$576,676
Participant contributions at end of year2012-12-31$46,937
Participant contributions at beginning of year2012-12-31$52,430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$103,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,283
Administrative expenses (other) incurred2012-12-31$10,425
Total non interest bearing cash at end of year2012-12-31$820,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,712,333
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,652,414
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,940,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,832,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,327,609
Value of interest in pooled separate accounts at end of year2012-12-31$6,420,740
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,000,946
Interest earned on other investments2012-12-31$1,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,527,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,559,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$281,175
Net investment gain/loss from pooled separate accounts2012-12-31$1,446,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$210,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$897,398
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2012-12-31351307701
2011 : BETHEL COLLEGE RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$951,976
Total of all expenses incurred2011-12-31$1,023,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,023,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$878,872
Value of total assets at end of year2011-12-31$15,940,081
Value of total assets at beginning of year2011-12-31$16,011,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$300
Total interest from all sources2011-12-31$180,084
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$28,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$28,227
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$651,327
Participant contributions at end of year2011-12-31$52,430
Participant contributions at beginning of year2011-12-31$42,761
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,621
Administrative expenses (other) incurred2011-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-71,474
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,940,081
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,011,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,327,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,417,434
Value of interest in pooled separate accounts at end of year2011-12-31$10,000,946
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,144,778
Interest earned on other investments2011-12-31$180,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,559,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,406,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,693
Net investment gain/loss from pooled separate accounts2011-12-31$-74,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$212,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,023,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2011-12-31351307701
2010 : BETHEL COLLEGE RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$2,275,980
Total of all expenses incurred2010-12-31$605,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$604,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$799,161
Value of total assets at end of year2010-12-31$16,011,555
Value of total assets at beginning of year2010-12-31$14,341,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$965
Total interest from all sources2010-12-31$166,445
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$27,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$27,910
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$575,938
Participant contributions at end of year2010-12-31$42,761
Participant contributions at beginning of year2010-12-31$33,826
Participant contributions at beginning of year2010-12-31$22,023
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,670,487
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,011,555
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,341,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,038,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,594,952
Value of interest in pooled separate accounts at end of year2010-12-31$523,774
Value of interest in pooled separate accounts at beginning of year2010-12-31$451,355
Interest on participant loans2010-12-31$-143
Interest earned on other investments2010-12-31$166,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,406,582
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,230,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,282,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$218,338
Employer contributions (assets) at beginning of year2010-12-31$8,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$604,528
Contract administrator fees2010-12-31$965
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KRUGGEL, LAWTON & COMPANY
Accountancy firm EIN2010-12-31351307701

Form 5500 Responses for BETHEL COLLEGE RETIREMENT PLAN

2021: BETHEL COLLEGE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BETHEL COLLEGE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BETHEL COLLEGE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BETHEL COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BETHEL COLLEGE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BETHEL COLLEGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BETHEL COLLEGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BETHEL COLLEGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BETHEL COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BETHEL COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BETHEL COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BETHEL COLLEGE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BETHEL COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $67
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees67
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered205
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered25
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,643
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered26
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,721
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,721
Insurance broker organization code?4
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered256
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered313
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $327
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees327
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered266
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered28
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,443
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,443
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered298
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $162
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees162
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,910
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,910
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered288
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $539
Total amount of fees paid to insurance companyUSD $367
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $539
Insurance broker organization code?3
Amount paid for insurance broker fees367
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameNEWPORT GROUP INC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered289
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered313
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered37
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,094
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,094
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $166
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $302
Insurance broker organization code?3
Amount paid for insurance broker fees166
Insurance broker nameVERISIGHT INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered44
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $664
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $664
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered322
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered299
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69
Insurance broker organization code?3
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameVERISIGHT INC
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered339
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,674
Total amount of fees paid to insurance companyUSD $13,086
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,674
Amount paid for insurance broker fees2212
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?7
Insurance broker nameVERISIGHT INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,870
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered97
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,854
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,854
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered385
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered385
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered97
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,537
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150298
Policy instance 2
Insurance contract or identification number150298
Number of Individuals Covered391
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR01187
Policy instance 1
Insurance contract or identification numberCR01187
Number of Individuals Covered100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,236
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,236
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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