LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN
401k plan membership statisitcs for LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN
| Measure | Date | Value |
|---|
| 2022: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 27,589 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29,400 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 129 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 828 |
| Total of all active and inactive participants | 2022-01-01 | 30,357 |
| Number of employers contributing to the scheme | 2022-01-01 | 0 |
| 2021: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 21,569 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 27,502 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 87 |
| Total of all active and inactive participants | 2021-01-01 | 27,589 |
| 2020: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 20,435 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 21,513 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 56 |
| Total of all active and inactive participants | 2020-01-01 | 21,569 |
| 2019: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 20,301 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20,360 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 75 |
| Total of all active and inactive participants | 2019-01-01 | 20,435 |
| 2018: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 17,463 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 18,735 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 66 |
| Total of all active and inactive participants | 2018-01-01 | 18,801 |
| 2017: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 14,180 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17,578 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 123 |
| Total of all active and inactive participants | 2017-01-01 | 17,701 |
| 2016: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 6,933 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16,969 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 215 |
| Total of all active and inactive participants | 2016-01-01 | 17,184 |
| 2015: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5,450 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6,866 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 67 |
| Total of all active and inactive participants | 2015-01-01 | 6,933 |
| 2014: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4,119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5,410 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 40 |
| Total of all active and inactive participants | 2014-01-01 | 5,450 |
| 2013: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3,649 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4,102 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 17 |
| Total of all active and inactive participants | 2013-01-01 | 4,119 |
| 2012: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3,241 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,631 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 18 |
| Total of all active and inactive participants | 2012-01-01 | 3,649 |
| 2011: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2,892 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3,214 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 27 |
| Total of all active and inactive participants | 2011-01-01 | 3,241 |
| 2009: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2,191 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,505 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 18 |
| Total of all active and inactive participants | 2009-01-01 | 2,523 |
| 2022: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Mulitple employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: LOVE'S TRAVEL STOPS & COUNTRY STORES, INC. EMPLOYEE HEALTH CARE PLAN AND DENTAL CARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10219950 |
| Policy instance | 7 |
| Insurance contract or identification number | 10219950 | | Number of Individuals Covered | 27846 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $76,277 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $5,387,892 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 76277 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| TELADOC, INC. (National Association of Insurance Commissioners NAIC id number: 62199 ) |
| Policy contract number | LOVE'S |
| Policy instance | 1 |
| Insurance contract or identification number | LOVE'S | | Number of Individuals Covered | 26207 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | TELEHEALTH | | Welfare Benefit Premiums Paid to Carrier | USD $152,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 ) |
| Policy contract number | 11607 |
| Policy instance | 2 |
| Insurance contract or identification number | 11607 | | Number of Individuals Covered | 16297 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | LOVES |
| Policy instance | 3 |
| Insurance contract or identification number | LOVES | | Number of Individuals Covered | 37615 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $385,044 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MARQUEE HEALTH (National Association of Insurance Commissioners NAIC id number: 62419 ) |
| Policy contract number | LOVE'S |
| Policy instance | 4 |
| Insurance contract or identification number | LOVE'S | | Number of Individuals Covered | 38573 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | WELLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $410,993 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | 70698-1 |
| Policy instance | 5 |
| Insurance contract or identification number | 70698-1 | | Number of Individuals Covered | 21128 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,958,793 | | Total amount of fees paid to insurance company | USD $352,319 | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS, HOSPITAL | | Welfare Benefit Premiums Paid to Carrier | USD $5,380,961 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,229,105 | | Amount paid for insurance broker fees | 121915 | | Additional information about fees paid to insurance broker | TECHNOLOGY FEE | | Insurance broker organization code? | 3 |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10304731001 |
| Policy instance | 6 |
| Insurance contract or identification number | 10304731001 | | Number of Individuals Covered | 27950 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,843,465 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 904487 |
| Policy instance | 4 |
| Insurance contract or identification number | 904487 | | Number of Individuals Covered | 8290 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $89,789 | | Welfare Benefit Premiums Paid to Carrier | USD $1,795,772 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 89789 | | Additional information about fees paid to insurance broker | OVERRIDES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 040000100021542 |
| Policy instance | 3 |
| Insurance contract or identification number | 040000100021542 | | Number of Individuals Covered | 14525 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $38,403 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,867,424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 38403 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 001021995000000 | | Number of Individuals Covered | 25324 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $21,080 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $995,545 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 21080 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995100000 |
| Policy instance | 1 |
| Insurance contract or identification number | 001021995100000 | | Number of Individuals Covered | 7498 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,607 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,274,329 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27607 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 904487 |
| Policy instance | 4 |
| Insurance contract or identification number | 904487 | | Number of Individuals Covered | 13202 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $82,648 | | Welfare Benefit Premiums Paid to Carrier | USD $1,652,969 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 82648 | | Additional information about fees paid to insurance broker | OVERRIDES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 040000100021542 |
| Policy instance | 3 |
| Insurance contract or identification number | 040000100021542 | | Number of Individuals Covered | 11935 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $25,937 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,616,230 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 25937 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 001021995000000 | | Number of Individuals Covered | 23340 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $15,031 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $611,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 15031 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995100000 |
| Policy instance | 1 |
| Insurance contract or identification number | 001021995100000 | | Number of Individuals Covered | 6450 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $18,788 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,144,516 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 18788 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995100000 |
| Policy instance | 1 |
| Insurance contract or identification number | 001021995100000 | | Number of Individuals Covered | 6392 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $32,016 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,045,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 32016 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 001021995000000 | | Number of Individuals Covered | 20435 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $30,219 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $827,071 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 30219 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 040000100021542 |
| Policy instance | 3 |
| Insurance contract or identification number | 040000100021542 | | Number of Individuals Covered | 11119 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $35,046 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,500,392 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 35046 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 904487 |
| Policy instance | 4 |
| Insurance contract or identification number | 904487 | | Number of Individuals Covered | 10563 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $71,105 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,233,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | OVERRIDE COMMISSIONS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995100000 |
| Policy instance | 1 |
| Insurance contract or identification number | 001021995100000 | | Number of Individuals Covered | 5616 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $23,750 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $857,990 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 23750 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021995000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 001021995000000 | | Number of Individuals Covered | 18796 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $23,750 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $737,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 23750 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 040000100021542 |
| Policy instance | 3 |
| Insurance contract or identification number | 040000100021542 | | Number of Individuals Covered | 9856 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $23,750 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,457,083 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 23750 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021950020000 |
| Policy instance | 3 |
| Insurance contract or identification number | 001021950020000 | | Number of Individuals Covered | 17438 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,500 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $533,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27500 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 040000100021542 |
| Policy instance | 2 |
| Insurance contract or identification number | 040000100021542 | | Number of Individuals Covered | 8496 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,500 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,098,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27500 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 001021950000000 |
| Policy instance | 1 |
| Insurance contract or identification number | 001021950000000 | | Number of Individuals Covered | 5046 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,500 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $618,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27500 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
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