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JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN
Plan identification number 001

JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN P. SHEEHY, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN P. SHEEHY, M.D., P.C.
Employer identification number (EIN):113090673
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about JOHN P. SHEEHY, M.D., P.C.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1991-12-30
Company Identification Number: 1599064
Legal Registered Office Address: 1100 FRANKLIN AVE
SUITE 303
GARDEN CITY
United States of America (USA)
11530

More information about JOHN P. SHEEHY, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JOHN P. SHEEHY, MD
0012015-01-01JOHN P. SHEEHY, MD
0012014-01-01JOHN P. SHEEHY, MD
0012014-01-01JOHN P SHEEHY MD2015-04-27
0012013-01-01JOHN P. SHEEHY, MD
0012012-01-01JOHN P. SHEEHY, MD
0012011-01-01JOHN P. SHEEHY, MD
0012009-01-01JOHN SHEEHY

Plan Statistics for JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2016: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0117
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0116
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0117
Total number of active participants reported on line 7a of the Form 55002012-01-0112
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0117
Number of participants with account balances2012-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0115
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0116
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-014
Total of all active and inactive participants2009-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0115
Number of participants with account balances2009-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2016 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-05-30$0
Total plan liabilities at end of year2016-05-30$0
Total plan liabilities at beginning of year2016-05-30$0
Total income from all sources2016-05-30$-29,277
Expenses. Total of all expenses incurred2016-05-30$1,011,238
Benefits paid (including direct rollovers)2016-05-30$1,011,238
Total plan assets at end of year2016-05-30$0
Total plan assets at beginning of year2016-05-30$1,040,515
Value of fidelity bond covering the plan2016-05-30$105,000
Total contributions received or receivable from participants2016-05-30$0
Expenses. Other expenses not covered elsewhere2016-05-30$0
Contributions received from other sources (not participants or employers)2016-05-30$0
Other income received2016-05-30$-29,277
Noncash contributions received2016-05-30$0
Net income (gross income less expenses)2016-05-30$-1,040,515
Net plan assets at end of year (total assets less liabilities)2016-05-30$0
Net plan assets at beginning of year (total assets less liabilities)2016-05-30$1,040,515
Total contributions received or receivable from employer(s)2016-05-30$0
Value of certain deemed distributions of participant loans2016-05-30$0
Value of corrective distributions2016-05-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-30$0
2015 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-28,561
Expenses. Total of all expenses incurred2015-12-31$509,945
Benefits paid (including direct rollovers)2015-12-31$505,233
Total plan assets at end of year2015-12-31$1,040,515
Total plan assets at beginning of year2015-12-31$1,579,021
Value of fidelity bond covering the plan2015-12-31$105,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-31,286
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-538,506
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,040,515
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,579,021
Assets. Value of assets in partnership/joint-venture interests2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$2,725
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,712
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$85,812
Expenses. Total of all expenses incurred2014-12-31$6,709
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,579,021
Total plan assets at beginning of year2014-12-31$1,499,918
Value of fidelity bond covering the plan2014-12-31$158,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$55,812
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$79,103
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,579,021
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,499,918
Assets. Value of assets in partnership/joint-venture interests2014-12-31$5,900
Total contributions received or receivable from employer(s)2014-12-31$30,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,709
2013 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$131,133
Expenses. Total of all expenses incurred2013-12-31$3,814
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,499,918
Total plan assets at beginning of year2013-12-31$1,372,599
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$101,133
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$127,319
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,499,918
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,372,599
Assets. Value of assets in partnership/joint-venture interests2013-12-31$5,900
Total contributions received or receivable from employer(s)2013-12-31$30,000
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,814
2012 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$151,777
Expenses. Total of all expenses incurred2012-12-31$5,867
Benefits paid (including direct rollovers)2012-12-31$2,855
Total plan assets at end of year2012-12-31$1,372,599
Total plan assets at beginning of year2012-12-31$1,226,689
Value of fidelity bond covering the plan2012-12-31$137,260
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$121,777
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$145,910
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,372,599
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,226,689
Assets. Value of assets in partnership/joint-venture interests2012-12-31$44,914
Total contributions received or receivable from employer(s)2012-12-31$30,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,012
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$23,748
Expenses. Total of all expenses incurred2011-12-31$4,788
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,226,689
Total plan assets at beginning of year2011-12-31$1,207,729
Value of fidelity bond covering the plan2011-12-31$122,669
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,252
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$18,960
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,226,689
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,207,729
Assets. Value of assets in partnership/joint-venture interests2011-12-31$59,320
Total contributions received or receivable from employer(s)2011-12-31$30,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,788
2010 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$152,948
Expenses. Total of all expenses incurred2010-12-31$7,672
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$1,207,729
Total plan assets at beginning of year2010-12-31$1,062,453
Value of fidelity bond covering the plan2010-12-31$121,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$122,948
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$145,276
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,207,729
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,062,453
Assets. Value of assets in partnership/joint-venture interests2010-12-31$50,213
Total contributions received or receivable from employer(s)2010-12-31$30,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$7,672
2009 : JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN

2016: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN P. SHEEHY, M.D., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-05-30
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-05-30
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number94-1004292
Policy instance 1
Insurance contract or identification number94-1004292
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
NATIONAL INTEGRITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 75264 )
Policy contract number1100104849
Policy instance 2
Insurance contract or identification number1100104849
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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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