J.H. MITCHELL & SONS DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2018: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 0 |
| Number of participants with account balances | 2018-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 1 |
| Total participants | 2017-07-01 | 5 |
| Number of participants with account balances | 2017-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 5 |
| Number of participants with account balances | 2016-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 5 |
| Number of participants with account balances | 2015-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 5 |
| Number of participants with account balances | 2014-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
| Total of all active and inactive participants | 2013-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 5 |
| Number of participants with account balances | 2013-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
| Total of all active and inactive participants | 2012-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 5 |
| Number of participants with account balances | 2012-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
| Total of all active and inactive participants | 2011-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 5 |
| Number of participants with account balances | 2011-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2010: J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
| Total of all active and inactive participants | 2010-07-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
| Total participants | 2010-07-01 | 5 |
| Number of participants with account balances | 2010-07-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $-123,465 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $6,602,042 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $6,598,340 |
| Total plan assets at end of year | 2019-06-30 | $0 |
| Total plan assets at beginning of year | 2019-06-30 | $6,725,507 |
| Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $-123,465 |
| Noncash contributions received | 2019-06-30 | $0 |
| Net income (gross income less expenses) | 2019-06-30 | $-6,725,507 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $6,725,507 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-06-30 | $0 |
| Value of corrective distributions | 2019-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $3,702 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $848,027 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $1,182,636 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $1,164,643 |
| Total plan assets at end of year | 2018-06-30 | $6,725,507 |
| Total plan assets at beginning of year | 2018-06-30 | $7,060,116 |
| Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $17,929 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
| Other income received | 2018-06-30 | $816,953 |
| Noncash contributions received | 2018-06-30 | $0 |
| Net income (gross income less expenses) | 2018-06-30 | $-334,609 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $6,725,507 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $7,060,116 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-06-30 | $79,670 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $31,074 |
| Value of certain deemed distributions of participant loans | 2018-06-30 | $0 |
| Value of corrective distributions | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $64 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $832,765 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $221,924 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $203,439 |
| Total plan assets at end of year | 2017-06-30 | $7,060,116 |
| Total plan assets at beginning of year | 2017-06-30 | $6,449,275 |
| Value of fidelity bond covering the plan | 2017-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $18,485 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $794,147 |
| Noncash contributions received | 2017-06-30 | $0 |
| Net income (gross income less expenses) | 2017-06-30 | $610,841 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $7,060,116 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $6,449,275 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-06-30 | $67,183 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $38,618 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| Value of corrective distributions | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $51,171 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $222,404 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $203,935 |
| Total plan assets at end of year | 2016-06-30 | $6,449,275 |
| Total plan assets at beginning of year | 2016-06-30 | $6,620,508 |
| Value of fidelity bond covering the plan | 2016-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $0 |
| Other income received | 2016-06-30 | $18,458 |
| Noncash contributions received | 2016-06-30 | $0 |
| Net income (gross income less expenses) | 2016-06-30 | $-171,233 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $6,449,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $6,620,508 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-06-30 | $63,836 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $32,713 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Value of corrective distributions | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total plan liabilities at end of year | 2015-06-30 | $0 |
| Total plan liabilities at beginning of year | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $246,254 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $207,572 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $189,103 |
| Total plan assets at end of year | 2015-06-30 | $6,620,508 |
| Total plan assets at beginning of year | 2015-06-30 | $6,581,826 |
| Value of fidelity bond covering the plan | 2015-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $0 |
| Other income received | 2015-06-30 | $205,078 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $38,682 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $6,620,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,581,826 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-06-30 | $57,837 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $41,176 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total plan liabilities at beginning of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $1,110,551 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $100,596 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $82,127 |
| Total plan assets at end of year | 2014-06-30 | $6,581,826 |
| Total plan assets at beginning of year | 2014-06-30 | $5,571,871 |
| Value of fidelity bond covering the plan | 2014-06-30 | $700,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $0 |
| Other income received | 2014-06-30 | $1,071,322 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $1,009,955 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $6,581,826 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,571,871 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-06-30 | $96,750 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $39,229 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $819,044 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $138,003 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $119,534 |
| Total plan assets at end of year | 2013-06-30 | $5,571,871 |
| Total plan assets at beginning of year | 2013-06-30 | $4,890,830 |
| Value of fidelity bond covering the plan | 2013-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $779,999 |
| Noncash contributions received | 2013-06-30 | $0 |
| Net income (gross income less expenses) | 2013-06-30 | $681,041 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $5,571,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,890,830 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-06-30 | $60,940 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $39,045 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Value of corrective distributions | 2013-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-06-30 | $0 |
| Total plan liabilities at end of year | 2012-06-30 | $0 |
| Total plan liabilities at beginning of year | 2012-06-30 | $0 |
| Total income from all sources | 2012-06-30 | $-379,017 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $2,018,469 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $2,000,000 |
| Total plan assets at end of year | 2012-06-30 | $4,890,830 |
| Total plan assets at beginning of year | 2012-06-30 | $7,288,316 |
| Value of fidelity bond covering the plan | 2012-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2012-06-30 | $0 |
| Other income received | 2012-06-30 | $-417,100 |
| Noncash contributions received | 2012-06-30 | $0 |
| Net income (gross income less expenses) | 2012-06-30 | $-2,397,486 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $4,890,830 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $7,288,316 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-06-30 | $37,136 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $38,083 |
| Value of certain deemed distributions of participant loans | 2012-06-30 | $0 |
| Value of corrective distributions | 2012-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : J.H. MITCHELL & SONS DISTRIBUTORS, INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total plan liabilities at end of year | 2011-06-30 | $0 |
| Total plan liabilities at beginning of year | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $1,572,727 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $18,469 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $7,288,316 |
| Total plan assets at beginning of year | 2011-06-30 | $5,734,058 |
| Value of fidelity bond covering the plan | 2011-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $18,469 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $1,534,643 |
| Noncash contributions received | 2011-06-30 | $0 |
| Net income (gross income less expenses) | 2011-06-30 | $1,554,258 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $7,288,316 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $5,734,058 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-06-30 | $37,709 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $38,084 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 5 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191139 |
| Policy instance | 4 |
| Insurance contract or identification number | LG6191139 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191134 |
| Policy instance | 3 |
| Insurance contract or identification number | LG6191134 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191136 |
| Policy instance | 2 |
| Insurance contract or identification number | LG6191136 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $33,603 | | Total amount of fees paid to insurance company | USD $5,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,603 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | | Insurance broker name | BENEFIT ASSOCIATES INC |
|
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191140 |
| Policy instance | 2 |
| Insurance contract or identification number | LG6191140 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191136 |
| Policy instance | 3 |
| Insurance contract or identification number | LG6191136 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191134 |
| Policy instance | 4 |
| Insurance contract or identification number | LG6191134 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191139 |
| Policy instance | 5 |
| Insurance contract or identification number | LG6191139 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 6 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $29,366 | | Total amount of fees paid to insurance company | USD $3,892 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,366 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/ SERVICE FEE | | Insurance broker name | BENEFIT ASSOCIATES INC |
|
| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191139 |
| Policy instance | 6 |
| Insurance contract or identification number | LG6191139 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $30,163 | | Total amount of fees paid to insurance company | USD $4,065 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,163 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | | Insurance broker name | BENEFIT ASSOCIATES, INC. |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191140 |
| Policy instance | 2 |
| Insurance contract or identification number | LG6191140 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191136 |
| Policy instance | 3 |
| Insurance contract or identification number | LG6191136 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PROTECTIVE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88536 ) |
| Policy contract number | LG6191134 |
| Policy instance | 4 |
| Insurance contract or identification number | LG6191134 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 5 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $33 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | MRC G. NELSON |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 3 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Total amount of commissions paid to insurance broker | USD $55 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $11 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | MARC G. NELSON |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $27,488 | | Total amount of fees paid to insurance company | USD $3,590 | | Commission paid to Insurance Broker | USD $27,488 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | | Insurance broker name | BENEFIT ASSOCIATES, INC. |
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| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | 8001500 |
| Policy instance | 2 |
| Insurance contract or identification number | 8001500 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM A. LOGAN |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 2 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Commission paid to Insurance Broker | USD $11 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | MARC G. NELSON |
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| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | 8001500 |
| Policy instance | 3 |
| Insurance contract or identification number | 8001500 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Are there contracts with allocated funds for individual policies? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WILLIAM A. LOGAN |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $23,556 | | Total amount of fees paid to insurance company | USD $2,836 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,556 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | | Insurance broker name | BENEFIT ASSOCIATES, INC. |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 2 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Total amount of fees paid to insurance company | USD $0 |
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| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | 8001500 |
| Policy instance | 3 |
| Insurance contract or identification number | 8001500 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $15,097 | | Total amount of fees paid to insurance company | USD $4,510 |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | P03425 |
| Policy instance | 2 |
| Insurance contract or identification number | P03425 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Total amount of fees paid to insurance company | USD $0 |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 804214 |
| Policy instance | 1 |
| Insurance contract or identification number | 804214 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $31,970 | | Total amount of fees paid to insurance company | USD $2,233 |
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| LIBERTY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61492 ) |
| Policy contract number | 8001500 |
| Policy instance | 3 |
| Insurance contract or identification number | 8001500 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes |
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