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L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 401k Plan overview

Plan NameL&L ENTERPRISES VEBA TRUST AND HEALTH PLAN
Plan identification number 501

L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

L & L ENTERPRISES has sponsored the creation of one or more 401k plans.

Company Name:L & L ENTERPRISES
Employer identification number (EIN):436875307
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01JAMEY LEWIS-GONZALES2020-10-12
5012019-01-01
5012018-01-01JAMEY LEWIS-GONZALES2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01JIM LEWIS

Plan Statistics for L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN

401k plan membership statisitcs for L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN

Measure Date Value
2022: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01168
Total number of active participants reported on line 7a of the Form 55002022-01-01159
Total of all active and inactive participants2022-01-01159
2021: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01170
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Total of all active and inactive participants2021-01-01165
2020: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Total of all active and inactive participants2020-01-01163
2019: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01155
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Total of all active and inactive participants2019-01-01160
2018: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01112
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Total of all active and inactive participants2018-01-01155
2017: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0194
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Total of all active and inactive participants2017-01-0194
2016: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0187
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Total of all active and inactive participants2016-01-0194
2015: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0177
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Total of all active and inactive participants2015-01-0187
2014: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0173
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Total of all active and inactive participants2014-01-0177
2013: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0180
Total number of active participants reported on line 7a of the Form 55002013-01-0173
Total of all active and inactive participants2013-01-0173
2012: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0176
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Total of all active and inactive participants2012-01-0180

Financial Data on L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN

Measure Date Value
2022 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,939
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,583,791
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,024,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,228,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,735,231
Value of total assets at end of year2022-12-31$609,554
Value of total assets at beginning of year2022-12-31$1,044,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$795,804
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$15,060
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$849,387
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$40,729
Liabilities. Value of operating payables at end of year2022-12-31$5,939
Total non interest bearing cash at end of year2022-12-31$36,338
Total non interest bearing cash at beginning of year2022-12-31$4,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-440,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$603,615
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,044,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$567,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$999,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-166,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$885,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,228,517
Contract administrator fees2022-12-31$795,804
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN2022-12-31481032601
2021 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$104,361
Total income from all sources (including contributions)2021-12-31$1,834,372
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,886,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,138,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,725,875
Value of total assets at end of year2021-12-31$1,044,145
Value of total assets at beginning of year2021-12-31$1,201,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$748,721
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,986
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$876,444
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$40,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$209,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$104,361
Total non interest bearing cash at end of year2021-12-31$4,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-52,548
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,044,145
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,096,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$999,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$828,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$163,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$163,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$97,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$849,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,138,199
Contract administrator fees2021-12-31$748,721
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN2021-12-31481032601
2020 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$104,361
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,833,823
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,876,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,269,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,704,046
Value of total assets at end of year2020-12-31$1,201,054
Value of total assets at beginning of year2020-12-31$1,139,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$607,254
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,842
Administrative expenses professional fees incurred2020-12-31$571,054
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$874,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$209,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$23,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$104,361
Administrative expenses (other) incurred2020-12-31$36,200
Total non interest bearing cash at beginning of year2020-12-31$179,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-42,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,096,693
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,139,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$828,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$719,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$163,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$216,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$216,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$118,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$830,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,269,152
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ALLEN, GIBBS, HOULIK, L.C.
Accountancy firm EIN2020-12-31481032601
2019 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,667
Total income from all sources (including contributions)2019-12-31$2,100,791
Total income from all sources (including contributions)2019-12-31$2,100,791
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,102,817
Total of all expenses incurred2019-12-31$2,102,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,017,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,047,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,047,984
Value of total assets at end of year2019-12-31$1,062,703
Value of total assets at beginning of year2019-12-31$1,064,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,908
Total interest from all sources2019-12-31$4,356
Total interest from all sources2019-12-31$4,356
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$845,642
Contributions received from participants2019-12-31$845,642
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$376,212
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$376,212
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$-47,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$47,667
Administrative expenses (other) incurred2019-12-31$41,630
Total non interest bearing cash at end of year2019-12-31$179,579
Total non interest bearing cash at end of year2019-12-31$179,579
Total non interest bearing cash at beginning of year2019-12-31$132,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,026
Value of net income/loss2019-12-31$-2,026
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,062,703
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,062,703
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,064,729
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,064,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,758
Investment advisory and management fees2019-12-31$11,758
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$611,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$360,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$251,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$251,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$619,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$619,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,356
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$434,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$826,130
Contributions received in cash from employer2019-12-31$826,130
Income. Dividends from common stock2019-12-31$9,767
Income. Dividends from common stock2019-12-31$9,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,583,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,583,823
Contract administrator fees2019-12-31$73,150
Contract administrator fees2019-12-31$73,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ADAMS, BROWN, BERAN & BALL CHTD
Accountancy firm name2019-12-31ADAMS, BROWN, BERAN & BALL CHTD
Accountancy firm EIN2019-12-31481040139
Accountancy firm EIN2019-12-31481040139
2018 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,868,451
Expenses. Total of all expenses incurred2018-12-31$1,807,836
Benefits paid (including direct rollovers)2018-12-31$1,728,296
Total plan assets at end of year2018-12-31$1,064,729
Total plan assets at beginning of year2018-12-31$1,004,114
Total contributions received or receivable from participants2018-12-31$831,772
Contributions received from other sources (not participants or employers)2018-12-31$188,386
Other income received2018-12-31$22,137
Net income (gross income less expenses)2018-12-31$60,615
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,064,729
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,004,114
Total contributions received or receivable from employer(s)2018-12-31$826,156
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$79,540
2017 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2017 401k financial data
Total income from all sources2017-12-31$1,425,314
Expenses. Total of all expenses incurred2017-12-31$1,332,231
Benefits paid (including direct rollovers)2017-12-31$1,273,365
Total plan assets at end of year2017-12-31$1,004,114
Total plan assets at beginning of year2017-12-31$911,031
Total contributions received or receivable from participants2017-12-31$599,416
Contributions received from other sources (not participants or employers)2017-12-31$181,087
Other income received2017-12-31$32,805
Net income (gross income less expenses)2017-12-31$93,083
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,004,114
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$911,031
Total contributions received or receivable from employer(s)2017-12-31$612,006
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$58,866
2016 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,134,026
Expenses. Total of all expenses incurred2016-12-31$1,074,551
Benefits paid (including direct rollovers)2016-12-31$1,026,334
Total plan assets at end of year2016-12-31$911,031
Total plan assets at beginning of year2016-12-31$851,556
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$511,312
Contributions received from other sources (not participants or employers)2016-12-31$106,436
Other income received2016-12-31$29,927
Net income (gross income less expenses)2016-12-31$59,475
Net plan assets at end of year (total assets less liabilities)2016-12-31$911,031
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$851,556
Total contributions received or receivable from employer(s)2016-12-31$486,351
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$48,217
2015 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,370,681
Expenses. Total of all expenses incurred2015-12-31$1,266,644
Benefits paid (including direct rollovers)2015-12-31$1,219,038
Total plan assets at end of year2015-12-31$851,556
Total plan assets at beginning of year2015-12-31$747,519
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$486,954
Contributions received from other sources (not participants or employers)2015-12-31$382,158
Other income received2015-12-31$6,009
Net income (gross income less expenses)2015-12-31$104,037
Net plan assets at end of year (total assets less liabilities)2015-12-31$851,556
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$747,519
Total contributions received or receivable from employer(s)2015-12-31$495,560
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$47,606
2014 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,775,639
Expenses. Total of all expenses incurred2014-12-31$1,707,234
Benefits paid (including direct rollovers)2014-12-31$1,661,954
Total plan assets at end of year2014-12-31$747,519
Total plan assets at beginning of year2014-12-31$679,114
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$495,511
Contributions received from other sources (not participants or employers)2014-12-31$558,599
Other income received2014-12-31$218,868
Net income (gross income less expenses)2014-12-31$68,405
Net plan assets at end of year (total assets less liabilities)2014-12-31$747,519
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$679,114
Total contributions received or receivable from employer(s)2014-12-31$502,661
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$45,280
2013 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,098,471
Expenses. Total of all expenses incurred2013-12-31$907,460
Benefits paid (including direct rollovers)2013-12-31$870,703
Total plan assets at end of year2013-12-31$679,114
Total plan assets at beginning of year2013-12-31$488,103
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$438,716
Contributions received from other sources (not participants or employers)2013-12-31$142,434
Other income received2013-12-31$70,736
Net income (gross income less expenses)2013-12-31$191,011
Net plan assets at end of year (total assets less liabilities)2013-12-31$679,114
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$488,103
Total contributions received or receivable from employer(s)2013-12-31$446,585
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$36,757
2012 : L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,043,761
Expenses. Total of all expenses incurred2012-12-31$823,503
Benefits paid (including direct rollovers)2012-12-31$784,282
Total plan assets at end of year2012-12-31$488,103
Total plan assets at beginning of year2012-12-31$265,721
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$429,788
Contributions received from other sources (not participants or employers)2012-12-31$178,200
Other income received2012-12-31$23,513
Net income (gross income less expenses)2012-12-31$220,258
Net plan assets at end of year (total assets less liabilities)2012-12-31$488,103
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$265,721
Total contributions received or receivable from employer(s)2012-12-31$412,260
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$39,221

Form 5500 Responses for L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN

2022: L&L ENTERPRISES VEBA TRUST AND HEALTH 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: L&L ENTERPRISES VEBA TRUST AND HEALTH 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L&L ENTERPRISES VEBA TRUST AND HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30086510
Policy instance 2
Insurance contract or identification number30086510
Number of Individuals Covered121
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,251
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,251
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number24405
Policy instance 1
Insurance contract or identification number24405
Number of Individuals Covered155
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $820
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $8,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $820
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30086510
Policy instance 2
Insurance contract or identification number30086510
Number of Individuals Covered121
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,075
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,075
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number24405
Policy instance 1
Insurance contract or identification number24405
Number of Individuals Covered164
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $751
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $8,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $751
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30086510
Policy instance 2
Insurance contract or identification number30086510
Number of Individuals Covered101
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,658
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $16,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,658
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number24405
Policy instance 1
Insurance contract or identification number24405
Number of Individuals Covered163
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $871
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $8,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $871
Insurance broker organization code?3
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number24405
Policy instance 1
Insurance contract or identification number24405
Number of Individuals Covered160
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $800
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,996
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $800
Insurance broker organization code?3
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
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 )
Policy contract number24405
Policy instance 1
Insurance contract or identification number24405
Number of Individuals Covered155
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $707
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $707
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010137503000
Policy instance 1
Insurance contract or identification number000010137503000
Number of Individuals Covered113
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,021
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,021
Insurance broker organization code?3
Insurance broker nameBENEFIT HEALTH ADVISOR INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010137503000
Policy instance 1
Insurance contract or identification number000010137503000
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $743
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $743
Insurance broker organization code?3
Insurance broker nameBENEFIT HEALTH ADVISOR INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010137503000
Policy instance 1
Insurance contract or identification number000010137503000
Number of Individuals Covered77
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $716
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $716
Insurance broker organization code?3
Insurance broker nameBENEFIT HEALTH ADVISOR INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010137503000
Policy instance 1
Insurance contract or identification number000010137503000
Number of Individuals Covered73
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $527
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $527
Insurance broker organization code?3
Insurance broker nameBENEFIT HEALTH ADVISOR INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010137503000
Policy instance 1
Insurance contract or identification number000010137503000
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $440
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $2,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $440
Insurance broker organization code?3
Insurance broker nameBENEFIT HEALTH ADVISOR INC

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