BRANDT HOLDINGS CO. has sponsored the creation of one or more 401k plans.
Additional information about BRANDT HOLDINGS CO.
Submission information for form 5500 for 401k plan GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO.
401k plan membership statisitcs for GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO.
| Measure | Date | Value |
|---|
| 2022: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 1,198 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 1,382 |
| Total of all active and inactive participants | 2022-08-01 | 1,382 |
| 2021: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 1,106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 1,178 |
| Total of all active and inactive participants | 2021-08-01 | 1,178 |
| 2020: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 1,046 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 1,106 |
| Total of all active and inactive participants | 2020-08-01 | 1,106 |
| 2019: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 1,210 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 1,071 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 1,071 |
| 2018: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 716 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 1,288 |
| Total of all active and inactive participants | 2018-08-01 | 1,288 |
| 2017: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 604 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 905 |
| Total of all active and inactive participants | 2017-08-01 | 905 |
| 2016: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 613 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 714 |
| Total of all active and inactive participants | 2016-08-01 | 714 |
| 2015: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 622 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 608 |
| Total of all active and inactive participants | 2015-08-01 | 608 |
| 2014: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 638 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 640 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 2 |
| Total of all active and inactive participants | 2014-08-01 | 642 |
| 2013: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 668 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 657 |
| Number of retired or separated participants receiving benefits | 2013-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 2 |
| Total of all active and inactive participants | 2013-08-01 | 660 |
| 2012: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 634 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 668 |
| Total of all active and inactive participants | 2012-08-01 | 668 |
| 2011: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 550 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 633 |
| Number of retired or separated participants receiving benefits | 2011-08-01 | 1 |
| Total of all active and inactive participants | 2011-08-01 | 634 |
| 2009: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 456 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 577 |
| Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
| Total of all active and inactive participants | 2009-08-01 | 577 |
| 2022: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LONG TERM DISABILITY, LIFE AND SUPPLEMENTAL LIFE PLAN FOR EMPLOYEES OF BRANDT HOLDINGS CO. 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 1382 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $54,545 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $783,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,545 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $36,350 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $726,596 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,973 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 1106 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $36,230 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $437,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,115 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 1071 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $32,616 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $394,860 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,308 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 1288 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $37,448 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $462,909 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,724 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 905 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $38,224 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $398,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,112 | | Insurance broker organization code? | 3 | | Insurance broker name | CRAIG DEAN IRWIN |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 608 | | Insurance policy start date | 2015-08-01 | | Insurance policy end date | 2016-07-31 | | Total amount of commissions paid to insurance broker | USD $22,383 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $231,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,192 | | Insurance broker organization code? | 3 | | Insurance broker name | CRAIG D IRWIN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083133 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010083133 | | Number of Individuals Covered | 669 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,491 | | 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 $16,015 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,491 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083134 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010083134 | | Number of Individuals Covered | 634 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,646 | | 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 $23,300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,646 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000400001000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 368 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,343 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $22,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,343 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00506132 |
| Policy instance | 4 |
| Insurance contract or identification number | 00506132 | | Number of Individuals Covered | 619 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $15,650 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $141,667 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,825 | | Insurance broker organization code? | 3 | | Insurance broker name | CRAIG D IRWIN |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083133 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010083133 | | Number of Individuals Covered | 691 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $2,737 | | 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 $40,779 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,060 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083134 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010083134 | | Number of Individuals Covered | 654 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $4,582 | | 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 $58,156 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,494 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000400001000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 370 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $7,727 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $51,509 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,516 | | Insurance broker organization code? | 3 | | Insurance broker name | FREMLING & ASSOCIATES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 004000010000 |
| Policy instance | 3 |
| Insurance contract or identification number | 004000010000 | | Number of Individuals Covered | 387 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $7,442 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $49,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,835 | | Insurance broker organization code? | 3 | | Insurance broker name | HALVORSON BENEFITS PLUS INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083134 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010083134 | | Number of Individuals Covered | 665 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $4,648 | | 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 $63,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,594 | | Insurance broker organization code? | 3 | | Insurance broker name | HALVORSON BENEFITS PLUS INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083133 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010083133 | | Number of Individuals Covered | 709 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $2,847 | | 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 $46,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,766 | | Insurance broker organization code? | 3 | | Insurance broker name | HALVORSON BENEFITS PLUS INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010083133 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010083133 | | Number of Individuals Covered | 673 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $2,742 | | Total amount of fees paid to insurance company | USD $1,906 | | 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 $41,577 | | 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 number | 000010083134 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010083134 | | Number of Individuals Covered | 633 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $4,584 | | Total amount of fees paid to insurance company | USD $2,581 | | 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 $58,436 | | 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 number | 004000010000 |
| Policy instance | 3 |
| Insurance contract or identification number | 004000010000 | | Number of Individuals Covered | 394 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $6,880 | | Total amount of fees paid to insurance company | USD $2,002 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $45,864 | | 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 number | 000010083134 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010083134 | | Number of Individuals Covered | 572 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $4,569 | | 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 $56,893 | | 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 number | 004000010000 |
| Policy instance | 3 |
| Insurance contract or identification number | 004000010000 | | Number of Individuals Covered | 369 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $6,295 | | 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 | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $41,965 | | 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 number | 000010083133 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010083133 | | Number of Individuals Covered | 611 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $2,698 | | 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 $39,410 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
