DRS. TREPP & MILLER, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2019: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 0 |
| Number of participants with account balances | 2019-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 6 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 2 |
| Total of all active and inactive participants | 2018-07-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 8 |
| Number of participants with account balances | 2018-07-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 6 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 3 |
| Total of all active and inactive participants | 2017-07-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 9 |
| Number of participants with account balances | 2017-07-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 4 |
| Total of all active and inactive participants | 2016-07-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 10 |
| Number of participants with account balances | 2016-07-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 2 |
| Total of all active and inactive participants | 2015-07-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 10 |
| Number of participants with account balances | 2015-07-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 2 |
| Total of all active and inactive participants | 2014-07-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 10 |
| Number of participants with account balances | 2014-07-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 2 |
| Total of all active and inactive participants | 2013-07-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 10 |
| Number of participants with account balances | 2013-07-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 4 |
| Total of all active and inactive participants | 2012-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 12 |
| Number of participants with account balances | 2012-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 1 |
| 2011: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 3 |
| Total of all active and inactive participants | 2011-07-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 12 |
| Number of participants with account balances | 2011-07-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 8 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
| Total of all active and inactive participants | 2009-07-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 11 |
| Number of participants with account balances | 2009-07-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $138,612 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $1,206,803 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $1,206,583 |
| Total plan assets at end of year | 2020-05-31 | $0 |
| Total plan assets at beginning of year | 2020-05-31 | $1,068,191 |
| Value of fidelity bond covering the plan | 2020-05-31 | $290,000 |
| Total contributions received or receivable from participants | 2020-05-31 | $946 |
| Other income received | 2020-05-31 | $137,666 |
| Net income (gross income less expenses) | 2020-05-31 | $-1,068,191 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $1,068,191 |
| Assets. Value of participant loans | 2020-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $220 |
| 2019 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $29,561 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $1,860,034 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $1,860,034 |
| Total plan assets at end of year | 2019-06-30 | $1,068,191 |
| Total plan assets at beginning of year | 2019-06-30 | $2,898,664 |
| Value of fidelity bond covering the plan | 2019-06-30 | $290,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $11,864 |
| Other income received | 2019-06-30 | $17,697 |
| Net income (gross income less expenses) | 2019-06-30 | $-1,830,473 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,068,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,898,664 |
| Assets. Value of participant loans | 2019-06-30 | $4,301 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $254,830 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $185,720 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $153,468 |
| Total plan assets at end of year | 2018-06-30 | $2,898,664 |
| Total plan assets at beginning of year | 2018-06-30 | $2,829,554 |
| Value of fidelity bond covering the plan | 2018-06-30 | $283,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $10,246 |
| Other income received | 2018-06-30 | $244,584 |
| Net income (gross income less expenses) | 2018-06-30 | $69,110 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,898,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,829,554 |
| Assets. Value of participant loans | 2018-06-30 | $4,058 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $32,252 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $351,241 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $160,245 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $130,741 |
| Total plan assets at end of year | 2017-06-30 | $2,829,554 |
| Total plan assets at beginning of year | 2017-06-30 | $2,638,558 |
| Value of fidelity bond covering the plan | 2017-06-30 | $264,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $12,555 |
| Other income received | 2017-06-30 | $338,686 |
| Net income (gross income less expenses) | 2017-06-30 | $190,996 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,829,554 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,638,558 |
| Assets. Value of participant loans | 2017-06-30 | $10,414 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $29,504 |
| 2016 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $-30,490 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $215,620 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $141,533 |
| Total plan assets at end of year | 2016-06-30 | $2,638,558 |
| Total plan assets at beginning of year | 2016-06-30 | $2,884,668 |
| Value of fidelity bond covering the plan | 2016-06-30 | $289,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $14,672 |
| Other income received | 2016-06-30 | $-45,162 |
| Net income (gross income less expenses) | 2016-06-30 | $-246,110 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,638,558 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,884,668 |
| Assets. Value of participant loans | 2016-06-30 | $14,736 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $44,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $29,095 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $99,311 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $131,588 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $100,716 |
| Total plan assets at end of year | 2015-06-30 | $2,884,668 |
| Total plan assets at beginning of year | 2015-06-30 | $2,916,945 |
| Value of fidelity bond covering the plan | 2015-06-30 | $292,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $17,478 |
| Other income received | 2015-06-30 | $81,833 |
| Net income (gross income less expenses) | 2015-06-30 | $-32,277 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,884,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,916,945 |
| Assets. Value of participant loans | 2015-06-30 | $60,683 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $30,872 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $420,852 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $233,071 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $202,822 |
| Total plan assets at end of year | 2014-06-30 | $2,916,945 |
| Total plan assets at beginning of year | 2014-06-30 | $2,729,164 |
| Value of fidelity bond covering the plan | 2014-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $15,543 |
| Other income received | 2014-06-30 | $405,309 |
| Net income (gross income less expenses) | 2014-06-30 | $187,781 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,916,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,729,164 |
| Assets. Value of participant loans | 2014-06-30 | $62,973 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $30,249 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $309,282 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $358,202 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $328,207 |
| Total plan assets at end of year | 2013-06-30 | $2,729,164 |
| Total plan assets at beginning of year | 2013-06-30 | $2,778,084 |
| Value of fidelity bond covering the plan | 2013-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $18,153 |
| Other income received | 2013-06-30 | $291,129 |
| Net income (gross income less expenses) | 2013-06-30 | $-48,920 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,729,164 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,778,084 |
| Assets. Value of participant loans | 2013-06-30 | $45,740 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $29,995 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $55,931 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $165,495 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $135,445 |
| Total plan assets at end of year | 2012-06-30 | $2,778,084 |
| Total plan assets at beginning of year | 2012-06-30 | $2,887,648 |
| Value of fidelity bond covering the plan | 2012-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $46,133 |
| Other income received | 2012-06-30 | $-16,721 |
| Net income (gross income less expenses) | 2012-06-30 | $-109,564 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,778,084 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,887,648 |
| Assets. Value of participant loans | 2012-06-30 | $18,776 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $26,519 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $30,050 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $481,232 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $128,835 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $111,875 |
| Total plan assets at end of year | 2011-06-30 | $2,887,648 |
| Total plan assets at beginning of year | 2011-06-30 | $2,535,251 |
| Value of fidelity bond covering the plan | 2011-06-30 | $260,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $41,623 |
| Other income received | 2011-06-30 | $413,767 |
| Net income (gross income less expenses) | 2011-06-30 | $352,397 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,887,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,535,251 |
| Assets. Value of participant loans | 2011-06-30 | $30,705 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $25,842 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $16,960 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2019: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | Yes |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DRS. TREPP & MILLER, P.C. RETIREMENT SAVINGS PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 1 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 2 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 069-03-04 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 2 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 2 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 2 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 1 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 2 |
| Insurance contract or identification number | 069-03-04 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 2 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 1 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 1 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 2 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| USAA LIFE (National Association of Insurance Commissioners NAIC id number: 69663 ) |
| Policy contract number | 069-03-04 |
| Policy instance | 2 |
| Insurance contract or identification number | 069-03-04 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | E134 |
| Policy instance | 1 |
| Insurance contract or identification number | E134 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | No | | 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 |
|
