VI-ES TRADE GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about VI-ES TRADE GROUP, INC.
Submission information for form 5500 for 401k plan VI-ES MERX RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2020: VI-ES MERX RETIREMENT SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 20 |
| Number of participants with account balances | 2020-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: VI-ES MERX RETIREMENT SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 21 |
| Number of participants with account balances | 2019-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: VI-ES MERX RETIREMENT SAVINGS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Total participants | 2018-01-01 | 17 |
| Number of participants with account balances | 2018-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: VI-ES MERX RETIREMENT SAVINGS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 16 |
| Number of participants with account balances | 2017-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: VI-ES MERX RETIREMENT SAVINGS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
| Total of all active and inactive participants | 2016-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 19 |
| Number of participants with account balances | 2016-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: VI-ES MERX RETIREMENT SAVINGS PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 23 |
| Number of participants with account balances | 2015-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: VI-ES MERX RETIREMENT SAVINGS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 24 |
| Number of participants with account balances | 2014-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: VI-ES MERX RETIREMENT SAVINGS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 18 |
| Total of all active and inactive participants | 2013-01-01 | 34 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 34 |
| Number of participants with account balances | 2013-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: VI-ES MERX RETIREMENT SAVINGS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 14 |
| Total of all active and inactive participants | 2012-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 39 |
| Number of participants with account balances | 2012-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : VI-ES MERX RETIREMENT SAVINGS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $147,846 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $33,641 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $24,568 |
| Total plan assets at end of year | 2020-12-31 | $694,342 |
| Total plan assets at beginning of year | 2020-12-31 | $580,137 |
| Value of fidelity bond covering the plan | 2020-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $58,798 |
| Other income received | 2020-12-31 | $66,142 |
| Net income (gross income less expenses) | 2020-12-31 | $114,205 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $694,342 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $580,137 |
| Assets. Value of participant loans | 2020-12-31 | $30,271 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $22,906 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,073 |
| 2019 : VI-ES MERX RETIREMENT SAVINGS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $168,139 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $31,153 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $22,675 |
| Total plan assets at end of year | 2019-12-31 | $580,137 |
| Total plan assets at beginning of year | 2019-12-31 | $443,151 |
| Value of fidelity bond covering the plan | 2019-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $62,553 |
| Other income received | 2019-12-31 | $82,374 |
| Net income (gross income less expenses) | 2019-12-31 | $136,986 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $580,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $443,151 |
| Assets. Value of participant loans | 2019-12-31 | $27,922 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $23,212 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $235 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $8,243 |
| 2018 : VI-ES MERX RETIREMENT SAVINGS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $59,332 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $49,257 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $39,320 |
| Total plan assets at end of year | 2018-12-31 | $443,151 |
| Total plan assets at beginning of year | 2018-12-31 | $433,076 |
| Value of fidelity bond covering the plan | 2018-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $54,222 |
| Other income received | 2018-12-31 | $-19,137 |
| Net income (gross income less expenses) | 2018-12-31 | $10,075 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $443,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $433,076 |
| Assets. Value of participant loans | 2018-12-31 | $23,325 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $24,247 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $2,431 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $7,506 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : VI-ES MERX RETIREMENT SAVINGS PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $100 |
| Total income from all sources | 2017-12-31 | $138,654 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $38,421 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $30,214 |
| Total plan assets at end of year | 2017-12-31 | $433,076 |
| Total plan assets at beginning of year | 2017-12-31 | $332,943 |
| Value of fidelity bond covering the plan | 2017-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $52,221 |
| Other income received | 2017-12-31 | $64,140 |
| Net income (gross income less expenses) | 2017-12-31 | $100,233 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $433,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $332,843 |
| Assets. Value of participant loans | 2017-12-31 | $20,961 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $22,293 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $1,314 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,893 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : VI-ES MERX RETIREMENT SAVINGS PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $100 |
| Total income from all sources | 2016-12-31 | $104,435 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $39,619 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $34,348 |
| Total plan assets at end of year | 2016-12-31 | $332,943 |
| Total plan assets at beginning of year | 2016-12-31 | $268,027 |
| Value of fidelity bond covering the plan | 2016-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,683 |
| Other income received | 2016-12-31 | $24,898 |
| Net income (gross income less expenses) | 2016-12-31 | $64,816 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $332,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $268,027 |
| Assets. Value of participant loans | 2016-12-31 | $14,721 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,854 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,271 |
| 2015 : VI-ES MERX RETIREMENT SAVINGS PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $57,569 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $6,064 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,702 |
| Total plan assets at end of year | 2015-12-31 | $268,027 |
| Total plan assets at beginning of year | 2015-12-31 | $216,522 |
| Value of fidelity bond covering the plan | 2015-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $46,476 |
| Other income received | 2015-12-31 | $-8,516 |
| Net income (gross income less expenses) | 2015-12-31 | $51,505 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $268,027 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $216,522 |
| Assets. Value of participant loans | 2015-12-31 | $6,684 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $2,024 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $19,609 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,362 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : VI-ES MERX RETIREMENT SAVINGS PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $104,992 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,354 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,279 |
| Total plan assets at end of year | 2014-12-31 | $216,522 |
| Total plan assets at beginning of year | 2014-12-31 | $117,884 |
| Value of fidelity bond covering the plan | 2014-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $45,083 |
| Other income received | 2014-12-31 | $1,292 |
| Net income (gross income less expenses) | 2014-12-31 | $98,638 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $216,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $117,884 |
| Assets. Value of participant loans | 2014-12-31 | $425 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $58,617 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,075 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : VI-ES MERX RETIREMENT SAVINGS PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $80,788 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,604 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $6,060 |
| Total plan assets at end of year | 2013-12-31 | $117,884 |
| Total plan assets at beginning of year | 2013-12-31 | $45,700 |
| Value of fidelity bond covering the plan | 2013-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $27,977 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $17,889 |
| Other income received | 2013-12-31 | $12,428 |
| Net income (gross income less expenses) | 2013-12-31 | $72,184 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $117,884 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $45,700 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $22,494 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,928 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : VI-ES MERX RETIREMENT SAVINGS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $51,348 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,648 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,089 |
| Total plan assets at end of year | 2012-12-31 | $45,700 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Value of fidelity bond covering the plan | 2012-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $27,092 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $2,132 |
| Net income (gross income less expenses) | 2012-12-31 | $45,700 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $45,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of participant loans | 2012-12-31 | $1,100 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $1,549 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $22,124 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $559 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2020: VI-ES MERX RETIREMENT SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: VI-ES MERX RETIREMENT SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: VI-ES MERX RETIREMENT SAVINGS PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: VI-ES MERX RETIREMENT SAVINGS PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: VI-ES MERX RETIREMENT SAVINGS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: VI-ES MERX RETIREMENT SAVINGS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: VI-ES MERX RETIREMENT SAVINGS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: VI-ES MERX RETIREMENT SAVINGS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: VI-ES MERX RETIREMENT SAVINGS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,699 | | Total amount of fees paid to insurance company | USD $810 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,699 | | Amount paid for insurance broker fees | 675 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,387 | | Total amount of fees paid to insurance company | USD $743 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $2,387 | | Amount paid for insurance broker fees | 597 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,123 | | Total amount of fees paid to insurance company | USD $718 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,123 | | Amount paid for insurance broker fees | 531 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,760 | | Total amount of fees paid to insurance company | USD $509 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,760 | | Amount paid for insurance broker fees | 440 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 | | Insurance broker name | FOLBRE & ASSOCIATES, INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,032 | | Total amount of fees paid to insurance company | USD $392 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,032 | | Amount paid for insurance broker fees | 289 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 | | Insurance broker name | FOLBRE & ASSOCIATES, INC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $662 | | Total amount of fees paid to insurance company | USD $253 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $662 | | Amount paid for insurance broker fees | 202 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 | | Insurance broker name | FOLBRE & ASSOCIATES, INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $253 | | Total amount of fees paid to insurance company | USD $89 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $253 | | Amount paid for insurance broker fees | 89 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 | | Insurance broker name | FINANCIAL DESIGNS CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 17896 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 17896 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $69 | | Total amount of fees paid to insurance company | USD $43 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $69 | | Amount paid for insurance broker fees | 43 | | Additional information about fees paid to insurance broker | AWARDS | | Insurance broker organization code? | 4 | | Insurance broker name | FINANCIAL DESIGNS CORPORATION |
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