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DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameDIMOCK COMMUNITY FOUNDATION 403(B) PLAN
Plan identification number 001

DIMOCK COMMUNITY FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DIMOCK COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:DIMOCK COMMUNITY FOUNDATION
Employer identification number (EIN):043487827
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PETER GERONDEAU
0012017-01-01PETER GERONDEAU

Plan Statistics for DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

401k plan membership statisitcs for DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2021: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01842
Total number of active participants reported on line 7a of the Form 55002021-01-01632
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01196
Total of all active and inactive participants2021-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01828
Number of participants with account balances2021-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01826
Total number of active participants reported on line 7a of the Form 55002020-01-01653
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01842
Number of participants with account balances2020-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01921
Total number of active participants reported on line 7a of the Form 55002019-01-01636
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01190
Total of all active and inactive participants2019-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01826
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01124
2018: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01726
Total number of active participants reported on line 7a of the Form 55002018-01-01560
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01361
Total of all active and inactive participants2018-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01921
Number of participants with account balances2018-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01736
Total number of active participants reported on line 7a of the Form 55002017-01-01526
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01200
Total of all active and inactive participants2017-01-01726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01726
Number of participants with account balances2017-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

Measure Date Value
2022 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-695,665
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$636,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$589,968
Expenses. Certain deemed distributions of participant loans2022-12-31$2,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,238,013
Value of total assets at end of year2022-12-31$10,332,682
Value of total assets at beginning of year2022-12-31$11,665,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,170
Total interest from all sources2022-12-31$36,187
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$150,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$150,340
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,003,991
Participant contributions at end of year2022-12-31$106,125
Participant contributions at beginning of year2022-12-31$84,356
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$74,779
Other income not declared elsewhere2022-12-31$11,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,332,389
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,332,682
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,665,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,077,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,382,045
Interest on participant loans2022-12-31$2,356
Interest earned on other investments2022-12-31$33,831
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,149,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,198,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,131,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$159,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$589,968
Contract administrator fees2022-12-31$44,170
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31AAFCPAS, INC.
Accountancy firm EIN2022-12-31042571780
2021 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,613,768
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$839,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$793,249
Expenses. Certain deemed distributions of participant loans2021-12-31$1,451
Value of total corrective distributions2021-12-31$1,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,098,641
Value of total assets at end of year2021-12-31$11,665,071
Value of total assets at beginning of year2021-12-31$9,890,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$43,206
Total interest from all sources2021-12-31$38,482
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$736,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$736,254
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$845,338
Participant contributions at end of year2021-12-31$84,356
Participant contributions at beginning of year2021-12-31$95,566
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,915
Other income not declared elsewhere2021-12-31$10,315
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,774,104
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,665,071
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,890,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,382,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,512,035
Interest on participant loans2021-12-31$1,962
Interest earned on other investments2021-12-31$36,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,198,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,283,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$730,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$153,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$793,249
Contract administrator fees2021-12-31$43,206
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31AAFCPAS, INC.
Accountancy firm EIN2021-12-31042571780
2020 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,243,386
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$826,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$780,062
Expenses. Certain deemed distributions of participant loans2020-12-31$16,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$986,836
Value of total assets at end of year2020-12-31$9,890,967
Value of total assets at beginning of year2020-12-31$8,474,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,791
Total interest from all sources2020-12-31$37,312
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$116,351
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$764,268
Participant contributions at end of year2020-12-31$95,566
Participant contributions at beginning of year2020-12-31$137,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,966
Other income not declared elsewhere2020-12-31$3,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,416,583
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,890,967
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,474,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,512,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,136,593
Interest on participant loans2020-12-31$2,335
Interest earned on other investments2020-12-31$34,977
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,283,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,200,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,099,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$80,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$780,062
Contract administrator fees2020-12-31$29,791
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC.
Accountancy firm EIN2020-12-31042571780
2019 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,270,706
Total income from all sources (including contributions)2019-12-31$2,270,706
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$521,691
Total of all expenses incurred2019-12-31$521,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$497,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$497,470
Value of total corrective distributions2019-12-31$153
Value of total corrective distributions2019-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$875,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$875,142
Value of total assets at end of year2019-12-31$8,474,384
Value of total assets at end of year2019-12-31$8,474,384
Value of total assets at beginning of year2019-12-31$6,725,369
Value of total assets at beginning of year2019-12-31$6,725,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,068
Total interest from all sources2019-12-31$38,990
Total interest from all sources2019-12-31$38,990
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,585
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$76,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,585
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$76,585
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$715,647
Contributions received from participants2019-12-31$715,647
Participant contributions at end of year2019-12-31$137,165
Participant contributions at end of year2019-12-31$137,165
Participant contributions at beginning of year2019-12-31$119,407
Participant contributions at beginning of year2019-12-31$119,407
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,279
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$88,279
Other income not declared elsewhere2019-12-31$5,283
Other income not declared elsewhere2019-12-31$5,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,749,015
Value of net income/loss2019-12-31$1,749,015
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,474,384
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,474,384
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,725,369
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,725,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,136,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,136,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,381,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,381,750
Interest on participant loans2019-12-31$2,603
Interest on participant loans2019-12-31$2,603
Interest earned on other investments2019-12-31$36,387
Interest earned on other investments2019-12-31$36,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,200,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,200,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,224,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,224,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,274,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,274,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$71,216
Contributions received in cash from employer2019-12-31$71,216
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$497,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$497,470
Contract administrator fees2019-12-31$24,068
Contract administrator fees2019-12-31$24,068
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm name2019-12-31AAFCPAS, INC.
Accountancy firm EIN2019-12-31042571780
Accountancy firm EIN2019-12-31042571780
2018 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2018 401k financial data
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$470,213
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$763,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$734,734
Expenses. Certain deemed distributions of participant loans2018-12-31$1,067
Value of total corrective distributions2018-12-31$11,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$802,367
Value of total assets at end of year2018-12-31$6,725,369
Value of total assets at beginning of year2018-12-31$7,018,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,941
Total interest from all sources2018-12-31$37,983
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$56,008
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$56,008
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$632,529
Participant contributions at end of year2018-12-31$119,407
Participant contributions at beginning of year2018-12-31$156,146
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,142
Other income not declared elsewhere2018-12-31$3,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-292,864
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,725,369
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,018,233
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,381,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,661,837
Interest on participant loans2018-12-31$2,565
Interest earned on other investments2018-12-31$35,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,224,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,200,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-429,724
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$104,696
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$734,734
Contract administrator fees2018-12-31$15,941
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 name2018-12-31ALEXANDER, ARONSON, FINNING % CO, P
Accountancy firm EIN2018-12-31042571780
2017 : DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2017 401k financial data
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$1,611,496
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$396,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$373,817
Expenses. Certain deemed distributions of participant loans2017-12-31$17,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$726,398
Value of total assets at end of year2017-12-31$7,018,233
Value of total assets at beginning of year2017-12-31$5,802,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,011
Total interest from all sources2017-12-31$35,059
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,037
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$22,037
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$555,547
Participant contributions at end of year2017-12-31$156,146
Participant contributions at beginning of year2017-12-31$93,201
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$178,010
Other income not declared elsewhere2017-12-31$466
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
Value of net income/loss2017-12-31$1,215,368
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,018,233
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,802,865
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$5,661,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,524,960
Interest on participant loans2017-12-31$648
Interest earned on other investments2017-12-31$34,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,200,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,177,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$827,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$-7,159
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$7,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$373,817
Contract administrator fees2017-12-31$5,011
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 name2017-12-31ALEXANDER, ARONSON, FINNING % CO, P
Accountancy firm EIN2017-12-31042571780

Form 5500 Responses for DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

2021: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: DIMOCK COMMUNITY FOUNDATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered237
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered244
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered264
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered2
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered280
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 number892924-007
Policy instance 2
Insurance contract or identification number892924-007
Number of Individuals Covered0
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 number891841+008
Policy instance 1
Insurance contract or identification number891841+008
Number of Individuals Covered307
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,063
Total amount of fees paid to insurance companyUSD $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 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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