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HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 401k Plan overview

Plan NameHALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN
Plan identification number 003

HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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(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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HALIFAX REGIONAL HOSPITAL has sponsored the creation of one or more 401k plans.

Company Name:HALIFAX REGIONAL HOSPITAL
Employer identification number (EIN):540648699
NAIC Classification:622000
NAIC Description: Hospitals

Additional information about HALIFAX REGIONAL HOSPITAL

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1948-07-15
Company Identification Number: 0057840
Legal Registered Office Address: 2204 WILBORN AVENUE
2204 WILBORN AVE
SOUTH BOSTON
United States of America (USA)
24592

More information about HALIFAX REGIONAL HOSPITAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01MARY JANE COLLIE
0032014-01-01MARY JANE COLLIE
0032014-01-01MARY JANE COLLIE
0032013-01-01MARY JANE COLLIE

Plan Statistics for HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN

401k plan membership statisitcs for HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2015: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,072
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 benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,093
Total number of active participants reported on line 7a of the Form 55002014-01-011,005
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-011,072
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,072
Number of participants with account balances2014-01-01845
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0128
2013: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,223
Total number of active participants reported on line 7a of the Form 55002013-01-011,061
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-011,092
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,093
Number of participants with account balances2013-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131

Financial Data on HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN

Measure Date Value
2015 : HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$6,894,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,237,731
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$342,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$310,422
Expenses. Certain deemed distributions of participant loans2015-12-31$15,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,211,648
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$5,998,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,785
Total interest from all sources2015-12-31$37,847
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$190,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$190,239
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$114,537
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,764,366
Other income not declared elsewhere2015-12-31$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$895,406
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,998,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,932,525
Interest on participant loans2015-12-31$5,073
Interest earned on other investments2015-12-31$32,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-202,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,211,648
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,187,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$310,422
Contract administrator fees2015-12-31$16,785
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHARLES W. SNADER PC
Accountancy firm EIN2015-12-31541873714
2014 : HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,452,708
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$216,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$191,116
Expenses. Certain deemed distributions of participant loans2014-12-31$18,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,187,384
Value of total assets at end of year2014-12-31$5,998,812
Value of total assets at beginning of year2014-12-31$4,763,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,384
Total interest from all sources2014-12-31$28,819
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$286,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$286,502
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$114,537
Participant contributions at beginning of year2014-12-31$46,285
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,764,366
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,200,631
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,235,739
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,998,812
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,763,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,932,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,304,256
Interest on participant loans2014-12-31$3,225
Interest earned on other investments2014-12-31$25,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,764,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,200,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-49,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,187,384
Employer contributions (assets) at end of year2014-12-31$1,187,384
Employer contributions (assets) at beginning of year2014-12-31$1,211,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$191,116
Contract administrator fees2014-12-31$7,384
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHARLES W. SNADER PC
Accountancy firm EIN2014-12-31541873714
2013 : HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$55,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$225
Total income from all sources (including contributions)2013-12-31$1,634,540
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$136,870
Expenses. Certain deemed distributions of participant loans2013-12-31$16,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,211,901
Value of total assets at end of year2013-12-31$4,763,073
Value of total assets at beginning of year2013-12-31$3,338,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,031
Total interest from all sources2013-12-31$20,200
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$98,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$98,092
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$46,285
Participant contributions at beginning of year2013-12-31$23,409
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,200,631
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$8,857
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,480,066
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,763,073
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,338,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,304,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,288,824
Interest on participant loans2013-12-31$1,333
Interest earned on other investments2013-12-31$18,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,200,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$811,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$295,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,211,901
Employer contributions (assets) at end of year2013-12-31$1,211,901
Employer contributions (assets) at beginning of year2013-12-31$1,213,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$136,870
Contract administrator fees2013-12-31$1,031
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHARLES W. SNADER PC
Accountancy firm EIN2013-12-31541873714

Form 5500 Responses for HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN

2015: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALIFAX REGIONAL HEALTH SYSTEM RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan 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 number893550-087
Policy instance 1
Insurance contract or identification number893550-087
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,140
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,140
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893550-087
Policy instance 1
Insurance contract or identification number893550-087
Number of Individuals Covered828
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,168
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number893275-087
Policy instance 1
Insurance contract or identification number893275-087
Number of Individuals Covered779
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,164
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,164
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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