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LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 401k Plan overview

Plan NameLINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS
Plan identification number 401

LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS Benefits

No plan benefit data available

401k Sponsoring company profile

LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK
Employer identification number (EIN):161505436

Additional information about LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1958-01-22
Company Identification Number: F013277
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
4012015-01-012016-10-14
4012014-01-012015-10-08
4012013-01-012014-10-12
4012012-01-012013-09-30
4012011-01-012012-09-26
4012010-01-012011-10-10
4012009-01-012010-10-08

Plan Statistics for LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS

401k plan membership statisitcs for LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS

Measure Date Value
2015: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 401k membership
Total of all active and inactive participants2014-01-010
2013: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 401k membership
Total of all active and inactive participants2013-01-010

Financial Data on LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS

Measure Date Value
2015 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$128,700,656
Total transfer of assets from this plan2015-12-31$61,589,137
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$425,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,411
Total income from all sources (including contributions)2015-12-31$-3,109,653
Total loss/gain on sale of assets2015-12-31$2,273,535
Total of all expenses incurred2015-12-31$526,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$211,343,642
Value of total assets at beginning of year2015-12-31$147,444,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$526,954
Total interest from all sources2015-12-31$9,041,043
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$425,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,411
Administrative expenses (other) incurred2015-12-31$526,954
Value of net income/loss2015-12-31$-3,636,607
Value of net assets at end of year (total assets less liabilities)2015-12-31$210,917,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$147,442,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$211,320,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$147,430,210
Interest earned on other investments2015-12-31$9,041,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,424,231
Aggregate proceeds on sale of assets2015-12-31$64,144,162
Aggregate carrying amount (costs) on sale of assets2015-12-31$61,870,627
2014 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$78,581,030
Total transfer of assets from this plan2014-12-31$42,563,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$897
Total income from all sources (including contributions)2014-12-31$6,131,360
Total loss/gain on sale of assets2014-12-31$3,956,303
Total of all expenses incurred2014-12-31$356,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$147,444,304
Value of total assets at beginning of year2014-12-31$105,651,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$356,894
Total interest from all sources2014-12-31$5,084,356
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$141,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$897
Administrative expenses (other) incurred2014-12-31$356,894
Value of net income/loss2014-12-31$5,774,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$147,442,893
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$105,650,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$147,430,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$105,509,898
Interest earned on other investments2014-12-31$5,084,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-2,909,299
Aggregate proceeds on sale of assets2014-12-31$43,058,159
Aggregate carrying amount (costs) on sale of assets2014-12-31$39,101,856
2013 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$44,648,927
Total transfer of assets from this plan2013-12-31$46,590,894
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$897
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$249,847
Total income from all sources (including contributions)2013-12-31$15,109,478
Total loss/gain on sale of assets2013-12-31$2,888,779
Total of all expenses incurred2013-12-31$245,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$105,651,294
Value of total assets at beginning of year2013-12-31$92,978,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$245,992
Total interest from all sources2013-12-31$2,558,648
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$141,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$249,847
Administrative expenses (other) incurred2013-12-31$245,992
Value of net income/loss2013-12-31$14,863,486
Value of net assets at end of year (total assets less liabilities)2013-12-31$105,650,397
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$92,728,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$105,509,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$92,969,092
Interest earned on other investments2013-12-31$2,558,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,662,051
Aggregate proceeds on sale of assets2013-12-31$41,658,316
Aggregate carrying amount (costs) on sale of assets2013-12-31$38,769,537
2012 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$287,606,997
Total transfer of assets from this plan2012-12-31$359,694,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$249,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,452
Total income from all sources (including contributions)2012-12-31$11,856,721
Total loss/gain on sale of assets2012-12-31$7,644,015
Total of all expenses incurred2012-12-31$451,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$92,978,725
Value of total assets at beginning of year2012-12-31$153,412,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$451,320
Total interest from all sources2012-12-31$2,768,903
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$740,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$249,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,452
Administrative expenses (other) incurred2012-12-31$451,320
Value of net income/loss2012-12-31$11,405,401
Value of net assets at end of year (total assets less liabilities)2012-12-31$92,728,878
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$153,410,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$92,969,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$152,672,493
Interest earned on other investments2012-12-31$2,768,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,443,803
Aggregate proceeds on sale of assets2012-12-31$337,848,971
Aggregate carrying amount (costs) on sale of assets2012-12-31$330,204,956
2011 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$112,660,987
Total transfer of assets from this plan2011-12-31$105,277,042
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,177
Total income from all sources (including contributions)2011-12-31$-416,327
Total loss/gain on sale of assets2011-12-31$6,258,724
Total of all expenses incurred2011-12-31$435,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$153,412,987
Value of total assets at beginning of year2011-12-31$146,879,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$435,046
Total interest from all sources2011-12-31$2,153,085
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$740,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$485,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,177
Administrative expenses (other) incurred2011-12-31$435,046
Value of net income/loss2011-12-31$-851,373
Value of net assets at end of year (total assets less liabilities)2011-12-31$153,410,535
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$146,877,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$152,672,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$146,393,862
Interest earned on other investments2011-12-31$2,153,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-8,828,136
Aggregate proceeds on sale of assets2011-12-31$86,695,598
Aggregate carrying amount (costs) on sale of assets2011-12-31$80,436,874
2010 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$224,643,263
Total transfer of assets from this plan2010-12-31$201,439,749
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$821
Total income from all sources (including contributions)2010-12-31$12,583,517
Total loss/gain on sale of assets2010-12-31$1,238,769
Total of all expenses incurred2010-12-31$332,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$146,879,140
Value of total assets at beginning of year2010-12-31$111,424,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$332,710
Total interest from all sources2010-12-31$1,965,904
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$485,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$85,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$821
Administrative expenses (other) incurred2010-12-31$332,710
Value of net income/loss2010-12-31$12,250,807
Value of net assets at end of year (total assets less liabilities)2010-12-31$146,877,963
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$111,423,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$146,393,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$111,338,891
Interest earned on other investments2010-12-31$1,965,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$9,378,844
Aggregate proceeds on sale of assets2010-12-31$181,509,748
Aggregate carrying amount (costs) on sale of assets2010-12-31$180,270,979

Form 5500 Responses for LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS

2015: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

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