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POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 401k Plan overview

Plan NamePOSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN
Plan identification number 001

POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

POSTAL FLEET SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:POSTAL FLEET SERVICES, INC.
Employer identification number (EIN):710909134
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01CRAIG GREGORY2021-04-15
0012018-01-01CRAIG GREGORY2020-03-10
0012018-01-01CRAIG GREGORY2020-11-23
0012017-01-01
0012016-01-01

Plan Statistics for POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN

401k plan membership statisitcs for POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN

Measure Date Value
2019: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,404
Total number of active participants reported on line 7a of the Form 55002019-01-012,865
Number of retired or separated participants receiving benefits2019-01-01251
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013,116
Number of participants with account balances2019-01-013,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,045
Total number of active participants reported on line 7a of the Form 55002018-01-012,072
Number of retired or separated participants receiving benefits2018-01-011,332
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,404
Number of participants with account balances2018-01-012,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,532
Total number of active participants reported on line 7a of the Form 55002017-01-011,214
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01623
Total of all active and inactive participants2017-01-011,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,841
Number of participants with account balances2017-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,197
Total number of active participants reported on line 7a of the Form 55002016-01-011,091
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01437
Total of all active and inactive participants2016-01-011,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-011,532
Number of participants with account balances2016-01-011,359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN

Measure Date Value
2019 : POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,964,142
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,197,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,888,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,672,356
Value of total assets at end of year2019-12-31$11,132,294
Value of total assets at beginning of year2019-12-31$7,365,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$309,306
Total interest from all sources2019-12-31$2,328
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Value of fidelity bond cover2019-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,792
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$3,766,835
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,132,294
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,365,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$309,306
Value of interest in pooled separate accounts at end of year2019-12-31$9,166,142
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,979,068
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$135,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$212,949
Net investment gain/loss from pooled separate accounts2019-12-31$1,289,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,572,564
Employer contributions (assets) at end of year2019-12-31$1,831,040
Employer contributions (assets) at beginning of year2019-12-31$1,173,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,888,001
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FRCPA, PLLC
Accountancy firm EIN2019-12-31592482214
2018 : POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,174,556
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,114,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,922,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,548,998
Value of total assets at end of year2018-12-31$6,192,017
Value of total assets at beginning of year2018-12-31$6,131,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$191,858
Total interest from all sources2018-12-31$3,406
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$363,691
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$11,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$60,126
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,192,017
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,131,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$191,858
Value of interest in pooled separate accounts at end of year2018-12-31$5,979,068
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,425,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$212,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$247,320
Net investment gain/loss from pooled separate accounts2018-12-31$-377,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,537,223
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,459,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,922,572
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31FRCPA, PLLC
Accountancy firm EIN2018-12-31592482214
2017 : POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$857
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,697,047
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,202,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,055,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,189,208
Value of total assets at end of year2017-12-31$6,131,891
Value of total assets at beginning of year2017-12-31$3,636,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$147,323
Total interest from all sources2017-12-31$4,109
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$64,798
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$363,691
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$77,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,494,132
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,131,891
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,636,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$82,525
Value of interest in pooled separate accounts at end of year2017-12-31$4,425,316
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,061,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$247,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$296,061
Net investment gain/loss from pooled separate accounts2017-12-31$503,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,112,043
Employer contributions (assets) at end of year2017-12-31$1,459,255
Employer contributions (assets) at beginning of year2017-12-31$279,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,055,592
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31FRCPA, PLLC
Accountancy firm EIN2017-12-31592482214
2016 : POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,943,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,361,864
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$668,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$562,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,199,104
Value of total assets at end of year2016-12-31$3,636,902
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$106,161
Total interest from all sources2016-12-31$6,096
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$66,935
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$363,690
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$31,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,693,264
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,636,902
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$39,226
Value of interest in pooled separate accounts at end of year2016-12-31$3,061,498
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$6,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$296,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$156,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,167,848
Employer contributions (assets) at end of year2016-12-31$279,343
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$562,439
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31FRCPA, PLLC
Accountancy firm EIN2016-12-31592482214

Form 5500 Responses for POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN

2019: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: POSTAL FLEET SERVICES, INC. PREVAILING WAGE PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP30045/FVY9
Policy instance 1
Insurance contract or identification numberGP30045/FVY9
Number of Individuals Covered3522
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $36,895
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,895
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP30045/FVY9
Policy instance 1
Insurance contract or identification numberGP30045/FVY9
Number of Individuals Covered2763
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,776
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,935
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP30045/FVY9
Policy instance 1
Insurance contract or identification numberGP30045/FVY9
Number of Individuals Covered1982
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18,891
Total amount of fees paid to insurance companyUSD $1,679
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1679
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Insurance broker nameINTERNATIONAL FINANCIAL SOLUTIONS

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