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| Plan Name | WAUKESHA STATE BANK LIFE AND AD&D PLAN |
| Plan identification number | 512 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | WAUKESHA STATE BANK |
| Employer identification number (EIN): | 390734270 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 512 | 2020-01-01 | ||||
| 512 | 2020-01-01 | ||||
| 512 | 2019-01-01 | JULIE MCCORMICK | 2020-09-30 | ||
| 512 | 2018-01-01 | JULIE MCCORMICK | |||
| 512 | 2017-01-01 | JULIE MCCORMICK |
| Measure | Date | Value |
|---|---|---|
| 2020: WAUKESHA STATE BANK LIFE AND AD&D PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 262 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 261 |
| Total of all active and inactive participants | 2020-01-01 | 261 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| 2019: WAUKESHA STATE BANK LIFE AND AD&D PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 249 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 247 |
| Total of all active and inactive participants | 2019-01-01 | 247 |
| 2018: WAUKESHA STATE BANK LIFE AND AD&D PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 234 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 249 |
| Total of all active and inactive participants | 2018-01-01 | 249 |
| 2017: WAUKESHA STATE BANK LIFE AND AD&D PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 234 |
| Total of all active and inactive participants | 2017-01-01 | 234 |
| 2020: WAUKESHA STATE BANK LIFE AND AD&D 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 benefit arrangement – Insurance | Yes |
| 2019: WAUKESHA STATE BANK LIFE AND AD&D 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 benefit arrangement – Insurance | Yes |
| 2018: WAUKESHA STATE BANK LIFE AND AD&D 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 benefit arrangement – Insurance | Yes |
| 2017: WAUKESHA STATE BANK LIFE AND AD&D PLAN 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 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 benefit arrangement – Insurance | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 166034 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1008000007244 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1008000007244 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 1008000007244 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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