RELIABLE SELF-SERVICE MARKET has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RELIABLE SELF-SERVICE MARKET 401(K) PLAN
Measure | Date | Value |
---|
2021: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 14 |
Number of participants with account balances | 2021-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 12 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 12 |
Number of participants with account balances | 2020-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 17 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 16 |
Number of participants with account balances | 2017-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 17 |
Number of participants with account balances | 2013-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2021 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $339,412 |
Expenses. Total of all expenses incurred | 2021-12-31 | $116,174 |
Benefits paid (including direct rollovers) | 2021-12-31 | $95,349 |
Total plan assets at end of year | 2021-12-31 | $2,384,863 |
Total plan assets at beginning of year | 2021-12-31 | $2,161,625 |
Value of fidelity bond covering the plan | 2021-12-31 | $220,000 |
Total contributions received or receivable from participants | 2021-12-31 | $91,080 |
Other income received | 2021-12-31 | $208,732 |
Net income (gross income less expenses) | 2021-12-31 | $223,238 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,384,863 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,161,625 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $39,600 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $20,825 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $297,172 |
Expenses. Total of all expenses incurred | 2020-12-31 | $18,737 |
Benefits paid (including direct rollovers) | 2020-12-31 | $728 |
Total plan assets at end of year | 2020-12-31 | $2,161,625 |
Total plan assets at beginning of year | 2020-12-31 | $1,883,190 |
Value of fidelity bond covering the plan | 2020-12-31 | $189,000 |
Total contributions received or receivable from participants | 2020-12-31 | $96,540 |
Other income received | 2020-12-31 | $157,587 |
Net income (gross income less expenses) | 2020-12-31 | $278,435 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,161,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,883,190 |
Assets. Value of participant loans | 2020-12-31 | $15,299 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $43,045 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $18,009 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $305,105 |
Expenses. Total of all expenses incurred | 2019-12-31 | $82,832 |
Benefits paid (including direct rollovers) | 2019-12-31 | $66,156 |
Total plan assets at end of year | 2019-12-31 | $1,883,190 |
Total plan assets at beginning of year | 2019-12-31 | $1,660,917 |
Value of fidelity bond covering the plan | 2019-12-31 | $167,000 |
Total contributions received or receivable from participants | 2019-12-31 | $92,730 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $16,676 |
Other income received | 2019-12-31 | $170,837 |
Net income (gross income less expenses) | 2019-12-31 | $222,273 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,883,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,660,917 |
Assets. Value of participant loans | 2019-12-31 | $19,091 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $41,538 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $124,981 |
Expenses. Total of all expenses incurred | 2018-12-31 | $45,805 |
Benefits paid (including direct rollovers) | 2018-12-31 | $30,207 |
Total plan assets at end of year | 2018-12-31 | $1,660,917 |
Total plan assets at beginning of year | 2018-12-31 | $1,581,741 |
Value of fidelity bond covering the plan | 2018-12-31 | $167,000 |
Total contributions received or receivable from participants | 2018-12-31 | $93,560 |
Other income received | 2018-12-31 | $-12,288 |
Net income (gross income less expenses) | 2018-12-31 | $79,176 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,660,917 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,581,741 |
Assets. Value of participant loans | 2018-12-31 | $17,037 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $43,709 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $15,598 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $234,339 |
Expenses. Total of all expenses incurred | 2017-12-31 | $28,068 |
Benefits paid (including direct rollovers) | 2017-12-31 | $14,422 |
Total plan assets at end of year | 2017-12-31 | $1,581,741 |
Total plan assets at beginning of year | 2017-12-31 | $1,375,470 |
Value of fidelity bond covering the plan | 2017-12-31 | $138,000 |
Total contributions received or receivable from participants | 2017-12-31 | $95,960 |
Other income received | 2017-12-31 | $94,898 |
Net income (gross income less expenses) | 2017-12-31 | $206,271 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,581,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,375,470 |
Assets. Value of participant loans | 2017-12-31 | $5,837 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $43,481 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,646 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $172,900 |
Expenses. Total of all expenses incurred | 2016-12-31 | $71,536 |
Benefits paid (including direct rollovers) | 2016-12-31 | $71,536 |
Total plan assets at end of year | 2016-12-31 | $1,375,470 |
Total plan assets at beginning of year | 2016-12-31 | $1,274,106 |
Value of fidelity bond covering the plan | 2016-12-31 | $128,000 |
Total contributions received or receivable from participants | 2016-12-31 | $97,023 |
Other income received | 2016-12-31 | $34,205 |
Net income (gross income less expenses) | 2016-12-31 | $101,364 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,375,470 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,274,106 |
Assets. Value of participant loans | 2016-12-31 | $7,152 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $41,672 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $114,348 |
Expenses. Total of all expenses incurred | 2015-12-31 | $15,719 |
Benefits paid (including direct rollovers) | 2015-12-31 | $15,719 |
Total plan assets at end of year | 2015-12-31 | $1,274,106 |
Total plan assets at beginning of year | 2015-12-31 | $1,175,477 |
Value of fidelity bond covering the plan | 2015-12-31 | $118,000 |
Total contributions received or receivable from participants | 2015-12-31 | $91,090 |
Other income received | 2015-12-31 | $-15,244 |
Net income (gross income less expenses) | 2015-12-31 | $98,629 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,274,106 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,175,477 |
Assets. Value of participant loans | 2015-12-31 | $17,474 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $38,502 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $143,833 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $1,175,477 |
Total plan assets at beginning of year | 2014-12-31 | $1,031,644 |
Value of fidelity bond covering the plan | 2014-12-31 | $104,000 |
Total contributions received or receivable from participants | 2014-12-31 | $86,070 |
Other income received | 2014-12-31 | $20,466 |
Net income (gross income less expenses) | 2014-12-31 | $143,833 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,175,477 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,031,644 |
Assets. Value of participant loans | 2014-12-31 | $17,069 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $37,297 |
2013 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $169,318 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,031,644 |
Total plan assets at beginning of year | 2013-12-31 | $862,326 |
Value of fidelity bond covering the plan | 2013-12-31 | $90,000 |
Total contributions received or receivable from participants | 2013-12-31 | $83,882 |
Other income received | 2013-12-31 | $51,357 |
Net income (gross income less expenses) | 2013-12-31 | $169,318 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,031,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $862,326 |
Assets. Value of participant loans | 2013-12-31 | $21,247 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $34,079 |
2012 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $141,187 |
Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $862,326 |
Total plan assets at beginning of year | 2012-12-31 | $721,139 |
Value of fidelity bond covering the plan | 2012-12-31 | $80,000 |
Total contributions received or receivable from participants | 2012-12-31 | $81,915 |
Other income received | 2012-12-31 | $26,353 |
Net income (gross income less expenses) | 2012-12-31 | $141,187 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $862,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $721,139 |
Assets. Value of participant loans | 2012-12-31 | $7,799 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $32,919 |
2011 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $112,598 |
Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $721,139 |
Total plan assets at beginning of year | 2011-12-31 | $608,541 |
Value of fidelity bond covering the plan | 2011-12-31 | $70,000 |
Total contributions received or receivable from participants | 2011-12-31 | $79,860 |
Other income received | 2011-12-31 | $519 |
Net income (gross income less expenses) | 2011-12-31 | $112,598 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $721,139 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $608,541 |
Assets. Value of participant loans | 2011-12-31 | $4,251 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $32,219 |
2010 : RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $136,690 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $608,541 |
Total plan assets at beginning of year | 2010-12-31 | $471,851 |
Value of fidelity bond covering the plan | 2010-12-31 | $61,000 |
Total contributions received or receivable from participants | 2010-12-31 | $79,860 |
Other income received | 2010-12-31 | $24,634 |
Net income (gross income less expenses) | 2010-12-31 | $136,690 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $608,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $471,851 |
Assets. Value of participant loans | 2010-12-31 | $5,655 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $32,196 |
2021: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RELIABLE SELF-SERVICE MARKET 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 6 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $5,262 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $5,262 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 6 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,586 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $4,586 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 7 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $4,236 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $4,236 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 6 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,941 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $3,941 | Insurance broker organization code? | 4 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,490 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $3,490 | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 7 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,816 | Total amount of fees paid to insurance company | USD $30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,816 | Amount paid for insurance broker fees | 30 | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,547 | Total amount of fees paid to insurance company | USD $36 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $2,547 | Amount paid for insurance broker fees | 36 | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,566 | Total amount of fees paid to insurance company | USD $25 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,566 | Amount paid for insurance broker fees | 25 | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,811 | Total amount of fees paid to insurance company | USD $26 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,811 | Amount paid for insurance broker fees | 26 | Additional information about fees paid to insurance broker | COMMISSIONS AND FEES | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 5 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,450 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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: 65675 ) |
Policy contract number | GP36247 |
Policy instance | 1 |
Insurance contract or identification number | GP36247 | Number of Individuals Covered | 5 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,162 | Total amount of fees paid to insurance company | USD $20 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Broker | USD $1,162 | Amount paid for insurance broker fees | 20 | Additional information about fees paid to insurance broker | COMMISSION AND FEES | Insurance broker organization code? | 4 | Insurance broker name | NYLIFE SECURITIES, INC. |
|