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KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST 401k Plan overview

Plan NameKENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST
Plan identification number 002

KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST 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(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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

KENNEBEC SAVINGS BANK has sponsored the creation of one or more 401k plans.

Company Name:KENNEBEC SAVINGS BANK
Employer identification number (EIN):010100490
NAIC Classification:522120
NAIC Description:Savings Institutions

Additional information about KENNEBEC SAVINGS BANK

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number: 18700001B

More information about KENNEBEC SAVINGS BANK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01JENNIFER L. BECHARD
0022016-01-01MARY HAMMOND
0022015-01-01KEVIN HEALEY
0022013-01-01KEVIN HEALEY2014-07-16
0022012-01-01MARY HAMMOND2013-07-09 MARY HAMMOND2013-07-09
0022011-01-01MARY HAMMOND2012-10-12 MARY HAMMOND2012-10-12
0022010-01-01MARY HAMMOND2011-07-11 MARY HAMMOND2011-07-11

Plan Statistics for KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST

401k plan membership statisitcs for KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2017
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01127
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01145
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01126
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on KENNEBEC SAVINGS BANK 401(K) SAVINGS PLAN AND TRUST

Measure Date Value
2018
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,078,727
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,179,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,068,358
Expenses. Certain deemed distributions of participant loans2018-12-31$3,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,203,707
Value of total assets at end of year2018-12-31$22,260,467
Value of total assets at beginning of year2018-12-31$22,360,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,798
Total interest from all sources2018-12-31$49,632
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$664,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$664,293
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$771,133
Participant contributions at end of year2018-12-31$369,358
Participant contributions at beginning of year2018-12-31$274,076
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$224,589
Other income not declared elsewhere2018-12-31$16,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-100,275
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,260,467
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,360,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,936,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,218,224
Interest on participant loans2018-12-31$13,724
Interest earned on other investments2018-12-31$35,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,247,701
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,190,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,855,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,207,985
Employer contributions (assets) at end of year2018-12-31$707,271
Employer contributions (assets) at beginning of year2018-12-31$678,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,068,358
Contract administrator fees2018-12-31$84,798
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2018-12-31010523282
2017
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,712,867
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$851,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$738,721
Expenses. Certain deemed distributions of participant loans2017-12-31$21,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,910,357
Value of total assets at end of year2017-12-31$22,360,742
Value of total assets at beginning of year2017-12-31$15,499,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,379
Total interest from all sources2017-12-31$45,191
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$647,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$647,532
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$678,199
Participant contributions at end of year2017-12-31$274,076
Participant contributions at beginning of year2017-12-31$332,304
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,125,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$6,861,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,360,742
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,499,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,218,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,528,014
Interest on participant loans2017-12-31$12,948
Interest earned on other investments2017-12-31$32,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,190,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,017,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,109,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,107,027
Employer contributions (assets) at end of year2017-12-31$678,002
Employer contributions (assets) at beginning of year2017-12-31$621,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$738,721
Contract administrator fees2017-12-31$91,379
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2017-12-31010523282
2016
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,959,549
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,247,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,170,490
Expenses. Certain deemed distributions of participant loans2016-12-31$-171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,735,982
Value of total assets at end of year2016-12-31$15,499,054
Value of total assets at beginning of year2016-12-31$13,787,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$77,197
Total interest from all sources2016-12-31$49,973
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$281,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$281,064
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$628,041
Participant contributions at end of year2016-12-31$332,304
Participant contributions at beginning of year2016-12-31$270,072
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$16,996
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$101,636
Other income not declared elsewhere2016-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,712,033
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,499,054
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,787,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,528,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,838,782
Interest on participant loans2016-12-31$12,586
Interest earned on other investments2016-12-31$37,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,017,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,026,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$891,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,006,305
Employer contributions (assets) at end of year2016-12-31$621,726
Employer contributions (assets) at beginning of year2016-12-31$634,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,170,490
Contract administrator fees2016-12-31$56,395
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BERRY DUNN
Accountancy firm EIN2016-12-31010523282
2015
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$2,943,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,946,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,849,125
Expenses. Certain deemed distributions of participant loans2015-12-31$24,005
Value of total corrective distributions2015-12-31$126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,962,961
Value of total assets at end of year2015-12-31$13,787,021
Value of total assets at beginning of year2015-12-31$12,790,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$73,615
Total interest from all sources2015-12-31$46,154
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$361,362
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$361,362
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
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
Contributions received from participants2015-12-31$613,167
Participant contributions at end of year2015-12-31$270,072
Participant contributions at beginning of year2015-12-31$304,360
Participant contributions at end of year2015-12-31$16,996
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$704,191
Other income not declared elsewhere2015-12-31$20,045
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$996,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,787,021
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,790,029
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$10,838,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,882,570
Interest on participant loans2015-12-31$12,963
Interest earned on other investments2015-12-31$33,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,026,642
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,603,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-446,659
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$1,645,603
Employer contributions (assets) at end of year2015-12-31$634,529
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,849,125
Contract administrator fees2015-12-31$73,615
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
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 name2015-12-31BERRY DUNN
Accountancy firm EIN2015-12-31010523282

Form 5500 Responses

2017
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893594-087
Policy instance 1
Insurance contract or identification number893594-087
Number of Individuals Covered22
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893594-087
Policy instance 1
Insurance contract or identification number893594-087
Number of Individuals Covered17
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893594-087
Policy instance 1
Insurance contract or identification number893594-087
Number of Individuals Covered84
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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

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