401k Plan data: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS plan

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

Plan Name	LINCOLN 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 Signed Name of Company Sponsor Date Sponsor Signed
401 2015-01-01 2016-10-14
401 2014-01-01 2015-10-08
401 2013-01-01 2014-10-12
401 2012-01-01 2013-09-30
401 2011-01-01 2012-09-26
401 2010-01-01 2011-10-10
401 2009-01-01 2010-10-08

Plan id#	Filing Submission Date	Date Administrator Signed
401	2015-01-01	2016-10-14
401	2014-01-01	2015-10-08
401	2013-01-01	2014-10-12
401	2012-01-01	2013-09-30
401	2011-01-01	2012-09-26
401	2010-01-01	2011-10-10
401	2009-01-01	2010-10-08

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 participants 2015-01-01 0
2014: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 401k membership
Total of all active and inactive participants 2014-01-01 0
2013: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 401k membership
Total of all active and inactive participants 2013-01-01 0

Measure	Date	Value
2015: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2015 401k membership
Total of all active and inactive participants	2015-01-01	0
2014: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 401k membership
Total of all active and inactive participants	2014-01-01	0
2013: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 401k membership
Total of all active and inactive participants	2013-01-01	0

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 assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$128,700,656
Total transfer of assets from this plan	2015-12-31	$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 assets	2015-12-31	$2,273,535
Total of all expenses incurred	2015-12-31	$526,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$0
Value of total assets at end of year	2015-12-31	$211,343,642
Value of total assets at beginning of year	2015-12-31	$147,444,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$526,954
Total interest from all sources	2015-12-31	$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 year	2015-12-31	$23,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$14,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$425,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,411
Administrative expenses (other) incurred	2015-12-31	$526,954
Value of net income/loss	2015-12-31	$-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 year	2015-12-31	$211,320,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$147,430,210
Interest earned on other investments	2015-12-31	$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 assets	2015-12-31	$64,144,162
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$61,870,627
2014 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$78,581,030
Total transfer of assets from this plan	2014-12-31	$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 assets	2014-12-31	$3,956,303
Total of all expenses incurred	2014-12-31	$356,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$0
Value of total assets at end of year	2014-12-31	$147,444,304
Value of total assets at beginning of year	2014-12-31	$105,651,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$356,894
Total interest from all sources	2014-12-31	$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 year	2014-12-31	$14,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$141,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$897
Administrative expenses (other) incurred	2014-12-31	$356,894
Value of net income/loss	2014-12-31	$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 year	2014-12-31	$147,430,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$105,509,898
Interest earned on other investments	2014-12-31	$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 assets	2014-12-31	$43,058,159
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$39,101,856
2013 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$44,648,927
Total transfer of assets from this plan	2013-12-31	$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 assets	2013-12-31	$2,888,779
Total of all expenses incurred	2013-12-31	$245,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$0
Value of total assets at end of year	2013-12-31	$105,651,294
Value of total assets at beginning of year	2013-12-31	$92,978,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$245,992
Total interest from all sources	2013-12-31	$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 year	2013-12-31	$141,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$9,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$249,847
Administrative expenses (other) incurred	2013-12-31	$245,992
Value of net income/loss	2013-12-31	$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 year	2013-12-31	$105,509,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$92,969,092
Interest earned on other investments	2013-12-31	$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 assets	2013-12-31	$41,658,316
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$38,769,537
2012 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$287,606,997
Total transfer of assets from this plan	2012-12-31	$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 assets	2012-12-31	$7,644,015
Total of all expenses incurred	2012-12-31	$451,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$0
Value of total assets at end of year	2012-12-31	$92,978,725
Value of total assets at beginning of year	2012-12-31	$153,412,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$451,320
Total interest from all sources	2012-12-31	$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 year	2012-12-31	$9,633
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$740,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$249,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$2,452
Administrative expenses (other) incurred	2012-12-31	$451,320
Value of net income/loss	2012-12-31	$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 year	2012-12-31	$92,969,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$152,672,493
Interest earned on other investments	2012-12-31	$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 assets	2012-12-31	$337,848,971
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$330,204,956
2011 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$112,660,987
Total transfer of assets from this plan	2011-12-31	$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 assets	2011-12-31	$6,258,724
Total of all expenses incurred	2011-12-31	$435,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$0
Value of total assets at end of year	2011-12-31	$153,412,987
Value of total assets at beginning of year	2011-12-31	$146,879,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$435,046
Total interest from all sources	2011-12-31	$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 year	2011-12-31	$740,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$485,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2,452
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,177
Administrative expenses (other) incurred	2011-12-31	$435,046
Value of net income/loss	2011-12-31	$-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 year	2011-12-31	$152,672,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$146,393,862
Interest earned on other investments	2011-12-31	$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 assets	2011-12-31	$86,695,598
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$80,436,874
2010 : LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$224,643,263
Total transfer of assets from this plan	2010-12-31	$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 assets	2010-12-31	$1,238,769
Total of all expenses incurred	2010-12-31	$332,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$0
Value of total assets at end of year	2010-12-31	$146,879,140
Value of total assets at beginning of year	2010-12-31	$111,424,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$332,710
Total interest from all sources	2010-12-31	$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 year	2010-12-31	$485,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$85,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$821
Administrative expenses (other) incurred	2010-12-31	$332,710
Value of net income/loss	2010-12-31	$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 year	2010-12-31	$146,393,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$111,338,891
Interest earned on other investments	2010-12-31	$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 assets	2010-12-31	$181,509,748
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$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
2015-01-01	Type of plan entity	DFE (Diect Filing Entity)
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2014: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2014 form 5500 responses
2014-01-01	Type of plan entity	DFE (Diect Filing Entity)
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2013: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2013 form 5500 responses
2013-01-01	Type of plan entity	DFE (Diect Filing Entity)
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2012: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2012 form 5500 responses
2012-01-01	Type of plan entity	DFE (Diect Filing Entity)
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2011: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2010: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2010 form 5500 responses
2010-01-01	Type of plan entity	DFE (Diect Filing Entity)
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2009: LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS 2009 form 5500 responses
2009-01-01	Type of plan entity	DFE (Diect Filing Entity)
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No

Potentially related plans

LINCOLN NEW YORK SEPARATE ACCOUNT 401 FOR GROUP ANNUITY CONTRACTS [EIN = 220832760]

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

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