MOSS FERTILIZER SERVICE, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST
401k plan membership statisitcs for MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2021: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-08-01 | 2 |
| Total of all active and inactive participants | 2021-08-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-08-01 | 0 |
| Total participants | 2021-08-01 | 8 |
| Number of participants with account balances | 2021-08-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-08-01 | 0 |
| 2020: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 7 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-08-01 | 2 |
| Total of all active and inactive participants | 2020-08-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-08-01 | 0 |
| Total participants | 2020-08-01 | 9 |
| Number of participants with account balances | 2020-08-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-08-01 | 0 |
| 2019: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 2 |
| Total of all active and inactive participants | 2019-08-01 | 8 |
| Total participants | 2019-08-01 | 8 |
| Number of participants with account balances | 2019-08-01 | 8 |
| 2018: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 7 |
| Total of all active and inactive participants | 2018-08-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-08-01 | 1 |
| Total participants | 2018-08-01 | 8 |
| Number of participants with account balances | 2018-08-01 | 8 |
| 2017: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2017-08-01 | 1 |
| Total of all active and inactive participants | 2017-08-01 | 8 |
| Total participants | 2017-08-01 | 8 |
| Number of participants with account balances | 2017-08-01 | 8 |
| 2016: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2016-08-01 | 1 |
| Total of all active and inactive participants | 2016-08-01 | 8 |
| Total participants | 2016-08-01 | 8 |
| 2015: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 1 |
| Total of all active and inactive participants | 2015-08-01 | 9 |
| Total participants | 2015-08-01 | 9 |
| 2014: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 1 |
| Total of all active and inactive participants | 2014-08-01 | 9 |
| Total participants | 2014-08-01 | 9 |
| Number of participants with account balances | 2014-08-01 | 9 |
| 2013: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 1 |
| Total of all active and inactive participants | 2013-08-01 | 11 |
| Total participants | 2013-08-01 | 11 |
| Number of participants with account balances | 2013-08-01 | 11 |
| 2012: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 9 |
| Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 1 |
| Total of all active and inactive participants | 2012-08-01 | 10 |
| Total participants | 2012-08-01 | 10 |
| Number of participants with account balances | 2012-08-01 | 10 |
| 2011: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 1 |
| Total of all active and inactive participants | 2011-08-01 | 9 |
| Total participants | 2011-08-01 | 9 |
| Number of participants with account balances | 2011-08-01 | 9 |
| 2010: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 1 |
| Total of all active and inactive participants | 2010-08-01 | 9 |
| Total participants | 2010-08-01 | 9 |
| Number of participants with account balances | 2010-08-01 | 9 |
| 2009: MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 3 |
| Total of all active and inactive participants | 2009-08-01 | 11 |
| Total participants | 2009-08-01 | 11 |
| Number of participants with account balances | 2009-08-01 | 11 |
| Measure | Date | Value |
|---|
| 2022 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-07-31 | $1,220 |
| Total plan liabilities at beginning of year | 2022-07-31 | $1,247 |
| Total income from all sources | 2022-07-31 | $14,745 |
| Expenses. Total of all expenses incurred | 2022-07-31 | $9,203 |
| Benefits paid (including direct rollovers) | 2022-07-31 | $2,897 |
| Total plan assets at end of year | 2022-07-31 | $457,569 |
| Total plan assets at beginning of year | 2022-07-31 | $452,054 |
| Value of fidelity bond covering the plan | 2022-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2022-07-31 | $16,411 |
| Contributions received from other sources (not participants or employers) | 2022-07-31 | $12,584 |
| Other income received | 2022-07-31 | $-20,930 |
| Net income (gross income less expenses) | 2022-07-31 | $5,542 |
| Net plan assets at end of year (total assets less liabilities) | 2022-07-31 | $456,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-07-31 | $450,807 |
| Assets. Value of participant loans | 2022-07-31 | $10,238 |
| Total contributions received or receivable from employer(s) | 2022-07-31 | $6,680 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-07-31 | $6,306 |
| 2021 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-07-31 | $1,247 |
| Total plan liabilities at beginning of year | 2021-07-31 | $1,265 |
| Total income from all sources | 2021-07-31 | $112,689 |
| Expenses. Total of all expenses incurred | 2021-07-31 | $5,685 |
| Total plan assets at end of year | 2021-07-31 | $452,054 |
| Total plan assets at beginning of year | 2021-07-31 | $345,068 |
| Value of fidelity bond covering the plan | 2021-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-07-31 | $17,100 |
| Other income received | 2021-07-31 | $88,603 |
| Net income (gross income less expenses) | 2021-07-31 | $107,004 |
| Net plan assets at end of year (total assets less liabilities) | 2021-07-31 | $450,807 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-07-31 | $343,803 |
| Assets. Value of participant loans | 2021-07-31 | $2,663 |
| Total contributions received or receivable from employer(s) | 2021-07-31 | $6,986 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-07-31 | $5,685 |
| 2020 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-07-31 | $1,265 |
| Total plan liabilities at beginning of year | 2020-07-31 | $1,215 |
| Total income from all sources | 2020-07-31 | $41,167 |
| Expenses. Total of all expenses incurred | 2020-07-31 | $4,728 |
| Total plan assets at end of year | 2020-07-31 | $345,068 |
| Total plan assets at beginning of year | 2020-07-31 | $308,579 |
| Value of fidelity bond covering the plan | 2020-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-07-31 | $14,002 |
| Other income received | 2020-07-31 | $21,317 |
| Net income (gross income less expenses) | 2020-07-31 | $36,439 |
| Net plan assets at end of year (total assets less liabilities) | 2020-07-31 | $343,803 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-07-31 | $307,364 |
| Assets. Value of participant loans | 2020-07-31 | $1,102 |
| Total contributions received or receivable from employer(s) | 2020-07-31 | $5,848 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-07-31 | $4,728 |
| 2019 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-07-31 | $1,215 |
| Total plan liabilities at beginning of year | 2019-07-31 | $1,211 |
| Total income from all sources | 2019-07-31 | $20,257 |
| Expenses. Total of all expenses incurred | 2019-07-31 | $4,414 |
| Total plan assets at end of year | 2019-07-31 | $308,579 |
| Total plan assets at beginning of year | 2019-07-31 | $292,732 |
| Value of fidelity bond covering the plan | 2019-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-07-31 | $13,472 |
| Other income received | 2019-07-31 | $1,140 |
| Net income (gross income less expenses) | 2019-07-31 | $15,843 |
| Net plan assets at end of year (total assets less liabilities) | 2019-07-31 | $307,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-07-31 | $291,521 |
| Assets. Value of participant loans | 2019-07-31 | $1,925 |
| Total contributions received or receivable from employer(s) | 2019-07-31 | $5,645 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-07-31 | $4,414 |
| 2018 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-07-31 | $1,211 |
| Total plan liabilities at beginning of year | 2018-07-31 | $1,216 |
| Total income from all sources | 2018-07-31 | $44,894 |
| Expenses. Total of all expenses incurred | 2018-07-31 | $4,095 |
| Total plan assets at end of year | 2018-07-31 | $292,732 |
| Total plan assets at beginning of year | 2018-07-31 | $251,938 |
| Value of fidelity bond covering the plan | 2018-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-07-31 | $13,054 |
| Other income received | 2018-07-31 | $26,332 |
| Net income (gross income less expenses) | 2018-07-31 | $40,799 |
| Net plan assets at end of year (total assets less liabilities) | 2018-07-31 | $291,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-07-31 | $250,722 |
| Total contributions received or receivable from employer(s) | 2018-07-31 | $5,508 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-07-31 | $4,095 |
| 2017 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-07-31 | $1,216 |
| Total plan liabilities at beginning of year | 2017-07-31 | $1,229 |
| Total income from all sources | 2017-07-31 | $37,129 |
| Expenses. Total of all expenses incurred | 2017-07-31 | $46,701 |
| Benefits paid (including direct rollovers) | 2017-07-31 | $42,899 |
| Total plan assets at end of year | 2017-07-31 | $251,938 |
| Total plan assets at beginning of year | 2017-07-31 | $261,523 |
| Value of fidelity bond covering the plan | 2017-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-07-31 | $11,322 |
| Other income received | 2017-07-31 | $21,156 |
| Net income (gross income less expenses) | 2017-07-31 | $-9,572 |
| Net plan assets at end of year (total assets less liabilities) | 2017-07-31 | $250,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-07-31 | $260,294 |
| Assets. Value of participant loans | 2017-07-31 | $1,583 |
| Total contributions received or receivable from employer(s) | 2017-07-31 | $4,651 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-07-31 | $3,802 |
| 2016 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-07-31 | $1,229 |
| Total plan liabilities at beginning of year | 2016-07-31 | $1,253 |
| Total income from all sources | 2016-07-31 | $17,067 |
| Expenses. Total of all expenses incurred | 2016-07-31 | $3,607 |
| Total plan assets at end of year | 2016-07-31 | $261,523 |
| Total plan assets at beginning of year | 2016-07-31 | $248,087 |
| Value of fidelity bond covering the plan | 2016-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2016-07-31 | $11,075 |
| Other income received | 2016-07-31 | $1,457 |
| Net income (gross income less expenses) | 2016-07-31 | $13,460 |
| Net plan assets at end of year (total assets less liabilities) | 2016-07-31 | $260,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-07-31 | $246,834 |
| Assets. Value of participant loans | 2016-07-31 | $2,816 |
| Total contributions received or receivable from employer(s) | 2016-07-31 | $4,535 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-07-31 | $3,607 |
| 2015 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-07-31 | $1,253 |
| Total plan liabilities at beginning of year | 2015-07-31 | $1,273 |
| Total income from all sources | 2015-07-31 | $-4,990 |
| Expenses. Total of all expenses incurred | 2015-07-31 | $68,881 |
| Benefits paid (including direct rollovers) | 2015-07-31 | $64,740 |
| Total plan assets at end of year | 2015-07-31 | $248,087 |
| Total plan assets at beginning of year | 2015-07-31 | $321,978 |
| Value of fidelity bond covering the plan | 2015-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-07-31 | $13,026 |
| Other income received | 2015-07-31 | $-23,008 |
| Net income (gross income less expenses) | 2015-07-31 | $-73,871 |
| Net plan assets at end of year (total assets less liabilities) | 2015-07-31 | $246,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-07-31 | $320,705 |
| Assets. Value of participant loans | 2015-07-31 | $4,954 |
| Total contributions received or receivable from employer(s) | 2015-07-31 | $4,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-07-31 | $4,141 |
| 2014 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-07-31 | $1,273 |
| Total plan liabilities at beginning of year | 2014-07-31 | $1,292 |
| Total income from all sources | 2014-07-31 | $52,253 |
| Expenses. Total of all expenses incurred | 2014-07-31 | $4,257 |
| Total plan assets at end of year | 2014-07-31 | $321,978 |
| Total plan assets at beginning of year | 2014-07-31 | $274,001 |
| Value of fidelity bond covering the plan | 2014-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-07-31 | $18,370 |
| Other income received | 2014-07-31 | $28,207 |
| Net income (gross income less expenses) | 2014-07-31 | $47,996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-07-31 | $320,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-07-31 | $272,709 |
| Assets. Value of participant loans | 2014-07-31 | $21,959 |
| Total contributions received or receivable from employer(s) | 2014-07-31 | $5,676 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-07-31 | $4,257 |
| 2013 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-07-31 | $1,292 |
| Total plan liabilities at beginning of year | 2013-07-31 | $1,314 |
| Total income from all sources | 2013-07-31 | $48,504 |
| Expenses. Total of all expenses incurred | 2013-07-31 | $3,550 |
| Total plan assets at end of year | 2013-07-31 | $274,001 |
| Total plan assets at beginning of year | 2013-07-31 | $229,069 |
| Value of fidelity bond covering the plan | 2013-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-07-31 | $13,248 |
| Other income received | 2013-07-31 | $31,250 |
| Net income (gross income less expenses) | 2013-07-31 | $44,954 |
| Net plan assets at end of year (total assets less liabilities) | 2013-07-31 | $272,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-07-31 | $227,755 |
| Assets. Value of participant loans | 2013-07-31 | $15,797 |
| Total contributions received or receivable from employer(s) | 2013-07-31 | $4,006 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-07-31 | $3,550 |
| 2012 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-07-31 | $1,314 |
| Total plan liabilities at beginning of year | 2012-07-31 | $1,338 |
| Total income from all sources | 2012-07-31 | $-3,774 |
| Expenses. Total of all expenses incurred | 2012-07-31 | $3,208 |
| Total plan assets at end of year | 2012-07-31 | $229,069 |
| Total plan assets at beginning of year | 2012-07-31 | $236,075 |
| Value of fidelity bond covering the plan | 2012-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-07-31 | $13,579 |
| Other income received | 2012-07-31 | $-21,359 |
| Net income (gross income less expenses) | 2012-07-31 | $-6,982 |
| Net plan assets at end of year (total assets less liabilities) | 2012-07-31 | $227,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-07-31 | $234,737 |
| Assets. Value of participant loans | 2012-07-31 | $5,418 |
| Total contributions received or receivable from employer(s) | 2012-07-31 | $4,006 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-07-31 | $3,208 |
| 2011 : MOSS FERTILIZER SERVICE, INC 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-07-31 | $1,338 |
| Total plan liabilities at beginning of year | 2011-07-31 | $803 |
| Total income from all sources | 2011-07-31 | $72,206 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $4,740 |
| Benefits paid (including direct rollovers) | 2011-07-31 | $1,635 |
| Total plan assets at end of year | 2011-07-31 | $236,075 |
| Total plan assets at beginning of year | 2011-07-31 | $168,074 |
| Value of fidelity bond covering the plan | 2011-07-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-07-31 | $13,363 |
| Other income received | 2011-07-31 | $55,386 |
| Net income (gross income less expenses) | 2011-07-31 | $67,466 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $234,737 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $167,271 |
| Assets. Value of participant loans | 2011-07-31 | $9,154 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $3,457 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $3,105 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP72562 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | 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 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP72562 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $2,095 | | Total amount of fees paid to insurance company | USD $403 | | 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 Broker | USD $2,095 | | Amount paid for insurance broker fees | 403 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $2,024 | | Total amount of fees paid to insurance company | USD $389 | | 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 Broker | USD $2,024 | | Amount paid for insurance broker fees | 389 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $1,882 | | Total amount of fees paid to insurance company | USD $362 | | 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 Broker | USD $1,882 | | Amount paid for insurance broker fees | 362 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $1,750 | | Total amount of fees paid to insurance company | USD $337 | | 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 number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $1,545 | | Total amount of fees paid to insurance company | USD $327 | | 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 Broker | USD $1,545 | | Amount paid for insurance broker fees | 327 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $1,722 | | Total amount of fees paid to insurance company | USD $367 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 Broker | USD $1,722 | | Amount paid for insurance broker fees | 367 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $1,858 | | Total amount of fees paid to insurance company | USD $383 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 Broker | USD $1,858 | | Amount paid for insurance broker fees | 383 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $1,138 | | Total amount of fees paid to insurance company | USD $245 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 Broker | USD $1,138 | | Amount paid for insurance broker fees | 245 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 4 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $1,331 | | Total amount of fees paid to insurance company | USD $301 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 number | GP-72562 |
| Policy instance | 1 |
| Insurance contract or identification number | GP-72562 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $759 | | Total amount of fees paid to insurance company | USD $230 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 |
|
