ATTERBURY, KAMMER & HAAG, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN
401k plan membership statisitcs for ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN
Measure | Date | Value |
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2019: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 5 |
Number of participants with account balances | 2019-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 5 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 6 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2009: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2019 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $254,685 |
Expenses. Total of all expenses incurred | 2019-12-31 | $3,589 |
Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $1,214,818 |
Total plan assets at beginning of year | 2019-12-31 | $963,722 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $39,410 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $206,216 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $251,096 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,214,818 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $963,722 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $9,059 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,589 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-2,871 |
Expenses. Total of all expenses incurred | 2018-12-31 | $65,826 |
Benefits paid (including direct rollovers) | 2018-12-31 | $60,542 |
Total plan assets at end of year | 2018-12-31 | $963,722 |
Total plan assets at beginning of year | 2018-12-31 | $1,032,419 |
Value of fidelity bond covering the plan | 2018-12-31 | $75,000 |
Total contributions received or receivable from participants | 2018-12-31 | $61,125 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-85,805 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-68,697 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $963,722 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,032,419 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $21,809 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $5,284 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $215,977 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,131 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,032,419 |
Total plan assets at beginning of year | 2017-12-31 | $821,573 |
Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
Total contributions received or receivable from participants | 2017-12-31 | $63,925 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $141,552 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $210,846 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,032,419 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $821,573 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $10,500 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,131 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $121,940 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,144 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $821,573 |
Total plan assets at beginning of year | 2016-12-31 | $703,777 |
Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
Total contributions received or receivable from participants | 2016-12-31 | $43,900 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $68,140 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $117,796 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $821,573 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $703,777 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $9,900 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,144 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $31,105 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,969 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $703,777 |
Total plan assets at beginning of year | 2015-12-31 | $676,641 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $44,036 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-22,410 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $27,136 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $703,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $676,641 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $9,479 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,969 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $83,546 |
Expenses. Total of all expenses incurred | 2014-12-31 | $3,517 |
Total plan assets at end of year | 2014-12-31 | $675,741 |
Total plan assets at beginning of year | 2014-12-31 | $595,712 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $45,542 |
Other income received | 2014-12-31 | $28,431 |
Net income (gross income less expenses) | 2014-12-31 | $80,029 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $675,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $595,712 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $9,573 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,517 |
2013 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $8,200 |
Total income from all sources | 2013-12-31 | $122,814 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,236 |
Total plan assets at end of year | 2013-12-31 | $595,712 |
Total plan assets at beginning of year | 2013-12-31 | $486,334 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
Total contributions received or receivable from participants | 2013-12-31 | $39,500 |
Other income received | 2013-12-31 | $73,749 |
Net income (gross income less expenses) | 2013-12-31 | $117,578 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $595,712 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $478,134 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $9,565 |
Value of corrective distributions | 2013-12-31 | $365 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,871 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $8,200 |
Total income from all sources | 2012-12-31 | $327,113 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,625 |
Total plan assets at end of year | 2012-12-31 | $486,334 |
Total plan assets at beginning of year | 2012-12-31 | $159,646 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000 |
Total contributions received or receivable from participants | 2012-12-31 | $57,241 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $211,972 |
Other income received | 2012-12-31 | $42,594 |
Net income (gross income less expenses) | 2012-12-31 | $318,488 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $478,134 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $159,646 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $15,306 |
Value of corrective distributions | 2012-12-31 | $8,200 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $425 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2019: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ATTERBURY, KAMMER & HAAG, S.C. 401K PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 5 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,718 | Total amount of fees paid to insurance company | USD $559 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,718 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS / FEES | Insurance broker organization code? | 7 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 5 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,621 | Total amount of fees paid to insurance company | USD $490 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,621 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS / FEES | Insurance broker organization code? | 7 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,285 | Total amount of fees paid to insurance company | USD $550 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,285 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS / FEES | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 6 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $2,163 | Total amount of fees paid to insurance company | USD $367 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,163 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS / FEES | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 5 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,704 | Total amount of fees paid to insurance company | USD $437 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,704 | Amount paid for insurance broker fees | 30 | Additional information about fees paid to insurance broker | COMMISSIONS / FEES | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,555 | Total amount of fees paid to insurance company | USD $413 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,555 | Amount paid for insurance broker fees | 36 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $759 | Total amount of fees paid to insurance company | USD $440 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $759 | Amount paid for insurance broker fees | 25 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 19228 |
Policy instance | 1 |
Insurance contract or identification number | GP 19228 | Number of Individuals Covered | 6 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $4,483 | Total amount of fees paid to insurance company | USD $545 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $4,483 | Amount paid for insurance broker fees | 26 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION TO SALES REP | Insurance broker organization code? | 4 | Insurance broker name | PPG RETIREMENT PLAN SERVICES LTD |
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