71 CONSTRUCTION has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: 71 CONSTRUCTION 401(K) PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 31 |
Total of all active and inactive participants | 2022-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 78 |
Number of participants with account balances | 2022-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: 71 CONSTRUCTION 401(K) PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 12 |
Total of all active and inactive participants | 2021-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 76 |
Number of participants with account balances | 2021-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: 71 CONSTRUCTION 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 68 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 22 |
Total of all active and inactive participants | 2020-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 90 |
Number of participants with account balances | 2020-01-01 | 86 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 9 |
2019: 71 CONSTRUCTION 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 20 |
Total of all active and inactive participants | 2019-01-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 90 |
Number of participants with account balances | 2019-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: 71 CONSTRUCTION 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 17 |
Total of all active and inactive participants | 2018-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 84 |
Number of participants with account balances | 2018-01-01 | 82 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
2017: 71 CONSTRUCTION 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 86 |
Number of participants with account balances | 2017-01-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
2016: 71 CONSTRUCTION 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 83 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 27 |
Total of all active and inactive participants | 2016-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 92 |
Number of participants with account balances | 2016-01-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 7 |
2015: 71 CONSTRUCTION 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 14 |
Total of all active and inactive participants | 2015-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 78 |
Number of participants with account balances | 2015-01-01 | 75 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: 71 CONSTRUCTION 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 51 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 22 |
Total of all active and inactive participants | 2014-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 73 |
Number of participants with account balances | 2014-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 3 |
2013: 71 CONSTRUCTION 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 65 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 65 |
Number of participants with account balances | 2013-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: 71 CONSTRUCTION 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
Total of all active and inactive participants | 2012-01-01 | 64 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 64 |
Number of participants with account balances | 2012-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: 71 CONSTRUCTION 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 62 |
Number of participants with account balances | 2011-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 9 |
2010: 71 CONSTRUCTION 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 26 |
Total of all active and inactive participants | 2010-01-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 89 |
Number of participants with account balances | 2010-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 6 |
2009: 71 CONSTRUCTION 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 83 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 22 |
Total of all active and inactive participants | 2009-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 105 |
Number of participants with account balances | 2009-01-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2022 : 71 CONSTRUCTION 401(K) PLAN 2022 401k financial data |
---|
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-345,988 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,253,840 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,251,455 |
Total plan assets at end of year | 2022-12-31 | $5,063,688 |
Total plan assets at beginning of year | 2022-12-31 | $6,663,516 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $248,468 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,385 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $19,600 |
Other income received | 2022-12-31 | $-997,830 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,599,828 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,063,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,663,516 |
Assets. Value of participant loans | 2022-12-31 | $127,759 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $383,774 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
2021 : 71 CONSTRUCTION 401(K) PLAN 2021 401k financial data |
---|
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,777,292 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,055,706 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,053,401 |
Total plan assets at end of year | 2021-12-31 | $6,663,516 |
Total plan assets at beginning of year | 2021-12-31 | $5,941,930 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $275,824 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $206,116 |
Other income received | 2021-12-31 | $959,834 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $721,586 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $6,663,516 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,941,930 |
Assets. Value of participant loans | 2021-12-31 | $202,030 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $335,518 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,305 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : 71 CONSTRUCTION 401(K) PLAN 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,259,561 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,518,701 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,515,431 |
Total plan assets at end of year | 2020-12-31 | $5,941,930 |
Total plan assets at beginning of year | 2020-12-31 | $7,201,070 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $270,165 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $3,270 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $786,707 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-1,259,140 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,941,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,201,070 |
Assets. Value of participant loans | 2020-12-31 | $183,376 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $202,689 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : 71 CONSTRUCTION 401(K) PLAN 2019 401k financial data |
---|
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,072,032 |
Expenses. Total of all expenses incurred | 2019-12-31 | $692,815 |
Benefits paid (including direct rollovers) | 2019-12-31 | $689,746 |
Total plan assets at end of year | 2019-12-31 | $7,201,070 |
Total plan assets at beginning of year | 2019-12-31 | $5,821,853 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $313,065 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $123,087 |
Other income received | 2019-12-31 | $1,354,378 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,379,217 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,201,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,821,853 |
Assets. Value of participant loans | 2019-12-31 | $140,652 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $281,502 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,069 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : 71 CONSTRUCTION 401(K) PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $221,770 |
Expenses. Total of all expenses incurred | 2018-12-31 | $748,655 |
Benefits paid (including direct rollovers) | 2018-12-31 | $744,502 |
Total plan assets at end of year | 2018-12-31 | $5,821,853 |
Total plan assets at beginning of year | 2018-12-31 | $6,348,738 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $302,634 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $5,126 |
Other income received | 2018-12-31 | $-298,543 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-526,885 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,821,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,348,738 |
Assets. Value of participant loans | 2018-12-31 | $100,166 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $212,553 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,153 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : 71 CONSTRUCTION 401(K) PLAN 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,442,022 |
Expenses. Total of all expenses incurred | 2017-12-31 | $273,835 |
Benefits paid (including direct rollovers) | 2017-12-31 | $265,373 |
Total plan assets at end of year | 2017-12-31 | $6,348,738 |
Total plan assets at beginning of year | 2017-12-31 | $5,180,551 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $280,757 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,462 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,012,763 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,168,187 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,348,738 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,180,551 |
Assets. Value of participant loans | 2017-12-31 | $106,107 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $148,502 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : 71 CONSTRUCTION 401(K) PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,542,859 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,631,121 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,622,424 |
Total plan assets at end of year | 2016-12-31 | $5,180,551 |
Total plan assets at beginning of year | 2016-12-31 | $5,268,813 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $298,564 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $645,126 |
Other income received | 2016-12-31 | $353,217 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-88,262 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,180,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,268,813 |
Assets. Value of participant loans | 2016-12-31 | $51,163 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $245,952 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,697 |
2015 : 71 CONSTRUCTION 401(K) PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $610,629 |
Expenses. Total of all expenses incurred | 2015-12-31 | $332,348 |
Benefits paid (including direct rollovers) | 2015-12-31 | $322,047 |
Total plan assets at end of year | 2015-12-31 | $5,268,813 |
Total plan assets at beginning of year | 2015-12-31 | $4,990,532 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $280,506 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $60,613 |
Other income received | 2015-12-31 | $-57,605 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $278,281 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,268,813 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,990,532 |
Assets. Value of participant loans | 2015-12-31 | $94,554 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $327,115 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $10,301 |
2014 : 71 CONSTRUCTION 401(K) PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $596,640 |
Expenses. Total of all expenses incurred | 2014-12-31 | $93,239 |
Benefits paid (including direct rollovers) | 2014-12-31 | $78,010 |
Total plan assets at end of year | 2014-12-31 | $4,990,532 |
Total plan assets at beginning of year | 2014-12-31 | $4,487,131 |
Value of fidelity bond covering the plan | 2014-12-31 | $450,000 |
Total contributions received or receivable from participants | 2014-12-31 | $216,871 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $152,459 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $503,401 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,990,532 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,487,131 |
Assets. Value of participant loans | 2014-12-31 | $86,697 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $227,310 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,229 |
2013 : 71 CONSTRUCTION 401(K) PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,177,977 |
Expenses. Total of all expenses incurred | 2013-12-31 | $450,885 |
Benefits paid (including direct rollovers) | 2013-12-31 | $436,119 |
Total plan assets at end of year | 2013-12-31 | $4,487,131 |
Total plan assets at beginning of year | 2013-12-31 | $3,760,039 |
Value of fidelity bond covering the plan | 2013-12-31 | $380,000 |
Total contributions received or receivable from participants | 2013-12-31 | $197,564 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $14,766 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $140,987 |
Other income received | 2013-12-31 | $651,914 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $727,092 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,487,131 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,760,039 |
Assets. Value of participant loans | 2013-12-31 | $49,743 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $187,512 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
2012 : 71 CONSTRUCTION 401(K) PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $760,862 |
Expenses. Total of all expenses incurred | 2012-12-31 | $278,748 |
Benefits paid (including direct rollovers) | 2012-12-31 | $263,754 |
Total plan assets at end of year | 2012-12-31 | $3,760,039 |
Total plan assets at beginning of year | 2012-12-31 | $3,277,925 |
Value of fidelity bond covering the plan | 2012-12-31 | $380,000 |
Total contributions received or receivable from participants | 2012-12-31 | $199,865 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $366,438 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $482,114 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,760,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,277,925 |
Assets. Value of participant loans | 2012-12-31 | $80,736 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $194,559 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $14,994 |
2011 : 71 CONSTRUCTION 401(K) PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $116,758 |
Expenses. Total of all expenses incurred | 2011-12-31 | $349,661 |
Benefits paid (including direct rollovers) | 2011-12-31 | $333,532 |
Total plan assets at end of year | 2011-12-31 | $3,277,925 |
Total plan assets at beginning of year | 2011-12-31 | $3,510,828 |
Value of fidelity bond covering the plan | 2011-12-31 | $340,000 |
Total contributions received or receivable from participants | 2011-12-31 | $195,924 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,129 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-173,601 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-232,903 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,277,925 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,510,828 |
Assets. Value of participant loans | 2011-12-31 | $40,892 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $94,435 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
2010 : 71 CONSTRUCTION 401(K) PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $743,273 |
Expenses. Total of all expenses incurred | 2010-12-31 | $240,828 |
Benefits paid (including direct rollovers) | 2010-12-31 | $225,259 |
Total plan assets at end of year | 2010-12-31 | $3,510,828 |
Total plan assets at beginning of year | 2010-12-31 | $3,008,383 |
Value of fidelity bond covering the plan | 2010-12-31 | $351,083 |
Total contributions received or receivable from participants | 2010-12-31 | $256,479 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $13,919 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $11,758 |
Other income received | 2010-12-31 | $348,184 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $502,445 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,510,828 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,008,383 |
Assets. Value of participant loans | 2010-12-31 | $97,051 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $126,852 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $1,650 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2022: 71 CONSTRUCTION 401(K) PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: 71 CONSTRUCTION 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: 71 CONSTRUCTION 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: 71 CONSTRUCTION 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: 71 CONSTRUCTION 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: 71 CONSTRUCTION 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: 71 CONSTRUCTION 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: 71 CONSTRUCTION 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: 71 CONSTRUCTION 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: 71 CONSTRUCTION 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: 71 CONSTRUCTION 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: 71 CONSTRUCTION 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: 71 CONSTRUCTION 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: 71 CONSTRUCTION 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 78 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $18,624 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,624 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 82 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,722 | Total amount of fees paid to insurance company | USD $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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Other information about contract | GROUP VAR ANNUITY W/GUAR FUND | Commission paid to Insurance Broker | USD $20,722 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 81 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $17,396 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,396 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 87 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $21,573 | Total amount of fees paid to insurance company | USD $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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | GROUP VAR ANNUITY W/GUAR FUND | Commission paid to Insurance Broker | USD $21,573 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 74 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $22,654 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,654 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 36874 |
Policy instance | 1 |
Insurance contract or identification number | 36874 | Number of Individuals Covered | 983 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $22,332 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,332 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP 36874 |
Policy instance | 1 |
Insurance contract or identification number | GP 36874 | Number of Individuals Covered | 71 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $25,287 | Total amount of fees paid to insurance company | USD $30 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,287 | Amount paid for insurance broker fees | 30 | Insurance broker organization code? | 4 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP36874 |
Policy instance | 1 |
Insurance contract or identification number | GP36874 | Number of Individuals Covered | 68 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $23,517 | Total amount of fees paid to insurance company | USD $36 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $23,517 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 36 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP36874 |
Policy instance | 1 |
Insurance contract or identification number | GP36874 | Number of Individuals Covered | 61 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $19,790 | Total amount of fees paid to insurance company | USD $25 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,790 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 25 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP36874 |
Policy instance | 1 |
Insurance contract or identification number | GP36874 | Number of Individuals Covered | 62 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $17,355 | Total amount of fees paid to insurance company | USD $26 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Other information about contract | GROUP VAR ANNUITY W/GUAR FUND | Commission paid to Insurance Broker | USD $17,355 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 26 | Insurance broker name | LINCOLN FINANCIAL ADVISORS |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP36874 |
Policy instance | 1 |
Insurance contract or identification number | GP36874 | Number of Individuals Covered | 61 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $17,296 | Total amount of fees paid to insurance company | USD $44 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | GP36874 |
Policy instance | 1 |
Insurance contract or identification number | GP36874 | Number of Individuals Covered | 79 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $14,778 | Total amount of fees paid to insurance company | USD $20 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes |
|