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LINDENWOOD UNIVERSITY DISABILITY PLAN 401k Plan overview

Plan NameLINDENWOOD UNIVERSITY DISABILITY PLAN
Plan identification number 503

LINDENWOOD UNIVERSITY DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

LINDENWOOD UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:LINDENWOOD UNIVERSITY
Employer identification number (EIN):430652649
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDENWOOD UNIVERSITY DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032024-01-01JOHN KAUFHOLD
5032023-01-01
5032023-01-01JOHN PLUNKETT
5032022-01-01
5032022-01-01JOHN PLUNKETT
5032021-01-01
5032021-01-01JOHN PLUNKETT
5032020-01-01
5032019-07-01
5032018-07-01
5032017-07-01GREG PHELPS
5032016-07-01GREG PHELPS
5032015-07-01GREG PHELPS
5032014-07-01GREG PHELPS
5032013-07-01DAVID KANDEL
5032012-07-01DAVID KANDEL DAVID KANDEL2013-10-11
5032011-07-01DAVID KANDEL DAVID KANDEL2013-01-23
5032010-07-01DAVID KANDEL DAVID KANDEL2011-08-08
5032009-07-01DAVID KANDEL DAVID KANDEL2010-10-15

Plan Statistics for LINDENWOOD UNIVERSITY DISABILITY PLAN

401k plan membership statisitcs for LINDENWOOD UNIVERSITY DISABILITY PLAN

Measure Date Value
2023: LINDENWOOD UNIVERSITY DISABILITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01614
Total number of active participants reported on line 7a of the Form 55002023-01-01645
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01645
2022: LINDENWOOD UNIVERSITY DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01673
Total number of active participants reported on line 7a of the Form 55002022-01-01614
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01614
2021: LINDENWOOD UNIVERSITY DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01695
Total number of active participants reported on line 7a of the Form 55002021-01-01673
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 participants2021-01-01673
2020: LINDENWOOD UNIVERSITY DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01784
Total number of active participants reported on line 7a of the Form 55002020-01-01695
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01695
2019: LINDENWOOD UNIVERSITY DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01812
Total number of active participants reported on line 7a of the Form 55002019-07-01784
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01784
2018: LINDENWOOD UNIVERSITY DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01852
Total number of active participants reported on line 7a of the Form 55002018-07-01837
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01837
2017: LINDENWOOD UNIVERSITY DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01684
Total number of active participants reported on line 7a of the Form 55002017-07-01684
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01684
2016: LINDENWOOD UNIVERSITY DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01684
Total number of active participants reported on line 7a of the Form 55002016-07-01684
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01684
2015: LINDENWOOD UNIVERSITY DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01684
Total number of active participants reported on line 7a of the Form 55002015-07-01684
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01684
2014: LINDENWOOD UNIVERSITY DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01537
Total number of active participants reported on line 7a of the Form 55002014-07-01684
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01684
2013: LINDENWOOD UNIVERSITY DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01409
Total number of active participants reported on line 7a of the Form 55002013-07-01537
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01537
2012: LINDENWOOD UNIVERSITY DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01383
Total number of active participants reported on line 7a of the Form 55002012-07-01409
Total of all active and inactive participants2012-07-01409
2011: LINDENWOOD UNIVERSITY DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01413
Total number of active participants reported on line 7a of the Form 55002011-07-01383
Total of all active and inactive participants2011-07-01383
2010: LINDENWOOD UNIVERSITY DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01392
Total number of active participants reported on line 7a of the Form 55002010-07-01413
Total of all active and inactive participants2010-07-01413
2009: LINDENWOOD UNIVERSITY DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01322
Total number of active participants reported on line 7a of the Form 55002009-07-01392
Total of all active and inactive participants2009-07-01392
Total participants2009-07-010

Form 5500 Responses for LINDENWOOD UNIVERSITY DISABILITY PLAN

2023: LINDENWOOD UNIVERSITY DISABILITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: LINDENWOOD UNIVERSITY DISABILITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: LINDENWOOD UNIVERSITY DISABILITY 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 filingNo
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 benefit arrangement – InsuranceYes
2020: LINDENWOOD UNIVERSITY DISABILITY 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 benefit arrangement – InsuranceYes
2019: LINDENWOOD UNIVERSITY DISABILITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: LINDENWOOD UNIVERSITY DISABILITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: LINDENWOOD UNIVERSITY DISABILITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: LINDENWOOD UNIVERSITY DISABILITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: LINDENWOOD UNIVERSITY DISABILITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: LINDENWOOD UNIVERSITY DISABILITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: LINDENWOOD UNIVERSITY DISABILITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: LINDENWOOD UNIVERSITY DISABILITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: LINDENWOOD UNIVERSITY DISABILITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: LINDENWOOD UNIVERSITY DISABILITY PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: LINDENWOOD UNIVERSITY DISABILITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFPN
Policy instance 1
Insurance contract or identification numberG000BFPN
Number of Individuals Covered663
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,303
Total amount of fees paid to insurance companyUSD $12,019
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D, ACCIDENT, CRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $303,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFPN
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFPN
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFPN
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number460204G
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BFPN
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874938G
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874938G
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874938G
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874938G
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number136479
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number136479
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number136479
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number136479
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number136479
Policy instance 1

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