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STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameSTAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STAR WEST DISTRIBUTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:STAR WEST DISTRIBUTING, INC.
Employer identification number (EIN):870419848
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD HOLLEY2024-09-29
0012022-01-01RICHARD HOLLEY2023-02-04
0012021-01-01RICHARD HOLLEY2022-07-29
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICHARD HOLLEY
0012016-01-01RICHARD HOLLEY
0012015-01-01RICHARD HOLLEY
0012014-01-01RICHARD HOLLEY
0012013-01-01RICHARD HOLLEY
0012012-01-01RICHARD HOLLEY
0012011-01-01RICHARD HOLLEY
0012009-01-01RICHARD HOLLEY

Plan Statistics for STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2019: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0111
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0111
Number of participants with account balances2019-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0111
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0111
Number of participants with account balances2018-01-0111
2017: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0112
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0111
Number of participants with account balances2017-01-0111
2016: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0112
Total participants2016-01-0112
Number of participants with account balances2016-01-0112
2015: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0112
Number of participants with account balances2015-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-0114
2013: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
2012: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0112
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0115
Total participants2012-01-0115
Number of participants with account balances2012-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0111
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0112
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
2009: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0112
Total number of active participants reported on line 7a of the Form 55002009-01-017
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0112
Total participants2009-01-0112
Number of participants with account balances2009-01-0112

Financial Data on STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2019 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$451,467
Expenses. Total of all expenses incurred2019-12-31$199,818
Benefits paid (including direct rollovers)2019-12-31$187,844
Total plan assets at end of year2019-12-31$2,551,247
Total plan assets at beginning of year2019-12-31$2,299,598
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$49,338
Other income received2019-12-31$353,831
Net income (gross income less expenses)2019-12-31$251,649
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,551,247
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,299,598
Assets. Value of participant loans2019-12-31$18,303
Total contributions received or receivable from employer(s)2019-12-31$48,298
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$11,974
2018 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$82,558
Expenses. Total of all expenses incurred2018-12-31$12,299
Total plan assets at end of year2018-12-31$2,299,598
Total plan assets at beginning of year2018-12-31$2,229,339
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$57,225
Other income received2018-12-31$-22,280
Net income (gross income less expenses)2018-12-31$70,259
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,299,598
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,229,339
Total contributions received or receivable from employer(s)2018-12-31$47,613
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,299
2017 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$302,570
Expenses. Total of all expenses incurred2017-12-31$6,812
Total plan assets at end of year2017-12-31$2,229,339
Total plan assets at beginning of year2017-12-31$1,933,581
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$57,959
Other income received2017-12-31$196,110
Net income (gross income less expenses)2017-12-31$295,758
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,229,339
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,933,581
Total contributions received or receivable from employer(s)2017-12-31$48,501
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,812
2016 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$200,185
Expenses. Total of all expenses incurred2016-12-31$7,389
Benefits paid (including direct rollovers)2016-12-31$373
Total plan assets at end of year2016-12-31$1,933,581
Total plan assets at beginning of year2016-12-31$1,740,785
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$58,883
Other income received2016-12-31$94,098
Net income (gross income less expenses)2016-12-31$192,796
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,933,581
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,740,785
Total contributions received or receivable from employer(s)2016-12-31$47,204
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,016
2015 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$111,664
Expenses. Total of all expenses incurred2015-12-31$44,607
Benefits paid (including direct rollovers)2015-12-31$39,087
Total plan assets at end of year2015-12-31$1,740,785
Total plan assets at beginning of year2015-12-31$1,673,728
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$58,415
Other income received2015-12-31$19,424
Net income (gross income less expenses)2015-12-31$67,057
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,740,785
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,673,728
Total contributions received or receivable from employer(s)2015-12-31$33,825
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,520
2014 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$258,724
Expenses. Total of all expenses incurred2014-12-31$4,983
Total plan assets at end of year2014-12-31$1,673,728
Total plan assets at beginning of year2014-12-31$1,419,987
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$56,523
Other income received2014-12-31$129,423
Net income (gross income less expenses)2014-12-31$253,741
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,673,728
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,419,987
Total contributions received or receivable from employer(s)2014-12-31$72,778
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,983
2013 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$359,245
Expenses. Total of all expenses incurred2013-12-31$6,094
Benefits paid (including direct rollovers)2013-12-31$2,269
Total plan assets at end of year2013-12-31$1,419,987
Total plan assets at beginning of year2013-12-31$1,066,836
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$56,357
Other income received2013-12-31$239,911
Net income (gross income less expenses)2013-12-31$353,151
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,419,987
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,066,836
Total contributions received or receivable from employer(s)2013-12-31$62,977
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,825
2012 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$175,740
Expenses. Total of all expenses incurred2012-12-31$3,111
Total plan assets at end of year2012-12-31$1,066,836
Total plan assets at beginning of year2012-12-31$894,207
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$55,027
Other income received2012-12-31$45,989
Net income (gross income less expenses)2012-12-31$172,629
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,066,836
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$894,207
Total contributions received or receivable from employer(s)2012-12-31$74,724
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,111
2011 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$134,169
Total plan assets at end of year2011-12-31$894,207
Total plan assets at beginning of year2011-12-31$760,038
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$85,288
Other income received2011-12-31$-14,616
Net income (gross income less expenses)2011-12-31$134,169
Net plan assets at end of year (total assets less liabilities)2011-12-31$894,207
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$760,038
Total contributions received or receivable from employer(s)2011-12-31$63,497
2010 : STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$178,238
Total plan assets at end of year2010-12-31$760,038
Total plan assets at beginning of year2010-12-31$581,800
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$51,619
Other income received2010-12-31$116,415
Net income (gross income less expenses)2010-12-31$178,238
Net plan assets at end of year (total assets less liabilities)2010-12-31$760,038
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$581,800
Total contributions received or receivable from employer(s)2010-12-31$10,204

Form 5500 Responses for STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

2019: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: STAR WEST DISTRIBUTING, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,908
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,908
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,770
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,770
Amount paid for insurance broker fees0
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,812
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,812
Amount paid for insurance broker fees0
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 numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered13
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,490
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,490
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
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 numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
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 numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,800
Total amount of fees paid to insurance companyUSD $25
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,800
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMMISSIONS AND NON-MONETARY COMPENSATION
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 numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,085
Total amount of fees paid to insurance companyUSD $26
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,085
Amount paid for insurance broker fees26
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 numberGP16744
Policy instance 1
Insurance contract or identification numberGP16744
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $890
Total amount of fees paid to insurance companyUSD $44
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP80658
Policy instance 1
Insurance contract or identification numberGP80658
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,566
Total amount of fees paid to insurance companyUSD $20
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,566
Amount paid for insurance broker fees20
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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