THE ORTHOPAEDIC AND FRACTURE CLINIC, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN
401k plan membership statisitcs for ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN
| Measure | Date | Value |
|---|
| 2020: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 93 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 2 |
| Total of all active and inactive participants | 2020-11-01 | 96 |
| 2019: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 96 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 4 |
| Total of all active and inactive participants | 2019-11-01 | 102 |
| 2018: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 100 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 1 |
| Total of all active and inactive participants | 2018-11-01 | 101 |
| 2017: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 111 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 104 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 2 |
| Total of all active and inactive participants | 2017-11-01 | 108 |
| 2016: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 138 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 111 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 2 |
| Total of all active and inactive participants | 2016-11-01 | 115 |
| 2015: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 138 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 0 |
| Total of all active and inactive participants | 2015-11-01 | 138 |
| 2014: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 130 |
| Total of all active and inactive participants | 2014-11-01 | 130 |
| 2013: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 126 |
| Total of all active and inactive participants | 2013-11-01 | 126 |
| 2012: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 123 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 126 |
| Total of all active and inactive participants | 2012-11-01 | 126 |
| 2011: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 123 |
| Total of all active and inactive participants | 2011-11-01 | 123 |
| 2010: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 125 |
| Total of all active and inactive participants | 2010-11-01 | 125 |
| 2009: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 122 |
| Total of all active and inactive participants | 2009-11-01 | 122 |
| 2008: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-11-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-11-01 | 116 |
| Total of all active and inactive participants | 2008-11-01 | 116 |
| 2007: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-11-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-11-01 | 113 |
| Total of all active and inactive participants | 2007-11-01 | 113 |
| 2020: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Plan funding arrangement – Insurance | Yes |
| 2013-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Plan funding arrangement – Insurance | Yes |
| 2012-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Plan funding arrangement – Insurance | Yes |
| 2011-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Plan funding arrangement – Insurance | Yes |
| 2010-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Plan funding arrangement – Insurance | Yes |
| 2009-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2008 form 5500 responses |
|---|
| 2008-11-01 | Type of plan entity | Single employer plan |
| 2008-11-01 | Plan funding arrangement – Insurance | Yes |
| 2008-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: ORTHOPAEDIC & FRACTURE CLINIC LIFE INS. PLAN 2007 form 5500 responses |
|---|
| 2007-11-01 | Type of plan entity | Single employer plan |
| 2007-11-01 | First time form 5500 has been submitted | Yes |
| 2007-11-01 | Plan funding arrangement – Insurance | Yes |
| 2007-11-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $1,521 | | Total amount of fees paid to insurance company | USD $771 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $15,609 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,521 | | Amount paid for insurance broker fees | 345 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134045 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010134045 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $22,371 | | Total amount of fees paid to insurance company | USD $5,670 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $132,329 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,371 | | Amount paid for insurance broker fees | 2472 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $1,589 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $19,856 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,589 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134045 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010134045 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $21,367 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $142,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,367 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134045 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010134045 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $21,841 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $145,605 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,841 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $1,643 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $20,537 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,643 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $1,707 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $21,343 | | 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: 65676 ) |
| Policy contract number | 000010134045 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010134045 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $22,883 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $152,551 | | 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: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $2,234 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $27,922 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,234 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 0000101134045 0 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000101134045 0 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $29,549 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $196,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,549 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 126 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $2,164 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $27,052 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,164 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 0000101134045 0 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000101134045 0 | | Number of Individuals Covered | 126 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $27,905 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $186,033 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,905 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 0000101134045 0 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000101134045 0 | | Number of Individuals Covered | 126 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $25,788 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,788 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 126 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $1,986 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $24,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,986 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | Total amount of commissions paid to insurance broker | USD $1,972 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $24,652 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,972 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 0000101134045 0 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000101134045 0 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-10-31 | | Total amount of commissions paid to insurance broker | USD $25,462 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $169,749 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,462 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134044 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010134044 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $1,990 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $24,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,990 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 036293G |
| Policy instance | 1 |
| Insurance contract or identification number | 036293G | | Number of Individuals Covered | 125 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $15,683 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $178,761 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,683 | | Insurance broker organization code? | 3 | | Insurance broker name | PITTMAN MARK |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010134045 0 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010134045 0 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2010-11-01 | | Insurance policy end date | 2011-10-31 | | Total amount of commissions paid to insurance broker | USD $25,758 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,719 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,758 | | Insurance broker organization code? | 3 | | Insurance broker name | MARK PITTMAN |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 036293G |
| Policy instance | 1 |
| Insurance contract or identification number | 036293G | | Number of Individuals Covered | 122 | | Insurance policy start date | 2009-02-01 | | Insurance policy end date | 2010-01-31 | | Total amount of commissions paid to insurance broker | USD $20,144 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $187,957 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,144 | | Insurance broker organization code? | 3 | | Insurance broker name | PITTMAN MARK |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 036293G |
| Policy instance | 1 |
| Insurance contract or identification number | 036293G | | Number of Individuals Covered | 116 | | Insurance policy start date | 2008-02-01 | | Insurance policy end date | 2009-01-31 | | Total amount of commissions paid to insurance broker | USD $19,493 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $199,630 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,493 | | Insurance broker organization code? | 3 | | Insurance broker name | PITTMAN MARK |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 036293G |
| Policy instance | 1 |
| Insurance contract or identification number | 036293G | | Number of Individuals Covered | 113 | | Insurance policy start date | 2007-11-01 | | Insurance policy end date | 2008-02-29 | | Total amount of commissions paid to insurance broker | USD $1,912 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,912 | | Insurance broker organization code? | 3 | | Insurance broker name | PITTMAN MARK |
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