401k Plan data: ELWYN DEFINED CONTRIBUTION 403(B) PLAN plan

ELWYN DEFINED CONTRIBUTION 403(B) PLAN 401k Plan overview

Plan Name	ELWYN DEFINED CONTRIBUTION 403(B) PLAN
Plan identification number	003

ELWYN DEFINED CONTRIBUTION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELWYN has sponsored the creation of one or more 401k plans.

Company Name: ELWYN

Employer identification number (EIN): 231352117

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ELWYN

Jurisdiction of Incorporation: Nevada Department of State

Incorporation Date: 1993-04-23

Company Identification Number: 19931044229

Legal Registered Office Address: 318 N CARSON ST #208

CARSON CITY
United States of America (USA)
89701

More information about ELWYN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELWYN DEFINED CONTRIBUTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2019-01-01
003 2018-07-01

Plan Statistics for ELWYN DEFINED CONTRIBUTION 403(B) PLAN

401k plan membership statisitcs for ELWYN DEFINED CONTRIBUTION 403(B) PLAN

Measure Date Value
2023: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3,152
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,912
Number of retired or separated participants receiving benefits 2023-01-01 27
Number of other retired or separated participants entitled to future benefits 2023-01-01 638
Total of all active and inactive participants 2023-01-01 2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 2,577
Number of participants with account balances 2023-01-01 2,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 142
2022: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,837
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,951
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,179
Total of all active and inactive participants 2022-01-01 3,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 17
Total participants 2022-01-01 3,152
Number of participants with account balances 2022-01-01 3,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 109
2021: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3,107
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,019
Number of retired or separated participants receiving benefits 2021-01-01 24
Number of other retired or separated participants entitled to future benefits 2021-01-01 794
Total of all active and inactive participants 2021-01-01 2,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2,837
Number of participants with account balances 2021-01-01 2,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 200
2020: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,873
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,288
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 814
Total of all active and inactive participants 2020-01-01 3,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 3,107
Number of participants with account balances 2020-01-01 2,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 160
2019: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,760
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,715
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 156
Total of all active and inactive participants 2019-01-01 2,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 2,873
Number of participants with account balances 2019-01-01 2,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 88
2018: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 2,682
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 78
Total of all active and inactive participants 2018-07-01 2,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 2,760
Number of participants with account balances 2018-07-01 2,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0

Measure	Date	Value
2023: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3,152
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,912
Number of retired or separated participants receiving benefits	2023-01-01	27
Number of other retired or separated participants entitled to future benefits	2023-01-01	638
Total of all active and inactive participants	2023-01-01	2,577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	2,577
Number of participants with account balances	2023-01-01	2,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	142
2022: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,837
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,951
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,179
Total of all active and inactive participants	2022-01-01	3,135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	17
Total participants	2022-01-01	3,152
Number of participants with account balances	2022-01-01	3,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	109
2021: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3,107
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,019
Number of retired or separated participants receiving benefits	2021-01-01	24
Number of other retired or separated participants entitled to future benefits	2021-01-01	794
Total of all active and inactive participants	2021-01-01	2,837
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2,837
Number of participants with account balances	2021-01-01	2,709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	200
2020: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,873
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,288
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	814
Total of all active and inactive participants	2020-01-01	3,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	3,107
Number of participants with account balances	2020-01-01	2,720
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	160
2019: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,760
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,715
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	156
Total of all active and inactive participants	2019-01-01	2,871
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	2,873
Number of participants with account balances	2019-01-01	2,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	88
2018: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	2,682
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	78
Total of all active and inactive participants	2018-07-01	2,760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	2,760
Number of participants with account balances	2018-07-01	2,393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0

Financial Data on ELWYN DEFINED CONTRIBUTION 403(B) PLAN

Measure	Date	Value
2023 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$17,930,613
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,810,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,612,971
Expenses. Certain deemed distributions of participant loans	2023-12-31	$189,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$10,737,946
Value of total assets at end of year	2023-12-31	$58,415,351
Value of total assets at beginning of year	2023-12-31	$44,295,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$8,520
Total interest from all sources	2023-12-31	$69,304
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,347,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,347,612
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$5,446,029
Participant contributions at end of year	2023-12-31	$683,964
Participant contributions at beginning of year	2023-12-31	$546,207
Participant contributions at end of year	2023-12-31	$0
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$276,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-12-31	$26,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$14,120,018
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$58,415,351
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$44,295,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$51,352,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$37,645,009
Interest on participant loans	2023-12-31	$39,969
Interest earned on other investments	2023-12-31	$29,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$1,368,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$1,474,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$5,775,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$5,014,956
Employer contributions (assets) at end of year	2023-12-31	$5,011,308
Employer contributions (assets) at beginning of year	2023-12-31	$4,603,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,612,971
Contract administrator fees	2023-12-31	$8,520
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BDO USA, P.C.
Accountancy firm EIN	2023-12-31	135381590
2022 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$3,316,660
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,444,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,358,860
Expenses. Certain deemed distributions of participant loans	2022-12-31	$66,895
Value of total corrective distributions	2022-12-31	$9,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,863,644
Value of total assets at end of year	2022-12-31	$44,295,333
Value of total assets at beginning of year	2022-12-31	$44,422,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$9,200
Total interest from all sources	2022-12-31	$43,656
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,392,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,392,298
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,902,990
Participant contributions at end of year	2022-12-31	$546,207
Participant contributions at beginning of year	2022-12-31	$473,362
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$5,423
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$358,585
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$26,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-127,658
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$44,295,333
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$44,422,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$37,645,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$38,707,307
Interest on participant loans	2022-12-31	$21,480
Interest earned on other investments	2022-12-31	$22,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,474,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,274,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-7,982,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$4,602,069
Employer contributions (assets) at end of year	2022-12-31	$4,603,187
Employer contributions (assets) at beginning of year	2022-12-31	$3,961,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,358,860
Contract administrator fees	2022-12-31	$9,200
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BDO USA, P.C.
Accountancy firm EIN	2022-12-31	135381590
2021 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$13,462,939
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,253,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,203,605
Expenses. Certain deemed distributions of participant loans	2021-12-31	$43,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$9,437,124
Value of total assets at end of year	2021-12-31	$44,422,991
Value of total assets at beginning of year	2021-12-31	$35,213,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$7,080
Total interest from all sources	2021-12-31	$34,629
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,071,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,071,880
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,409,028
Participant contributions at end of year	2021-12-31	$473,362
Participant contributions at beginning of year	2021-12-31	$444,271
Participant contributions at end of year	2021-12-31	$5,423
Participant contributions at beginning of year	2021-12-31	$4,745
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,066,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$9,209,100
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$44,422,991
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,213,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$38,707,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$28,692,230
Interest on participant loans	2021-12-31	$18,917
Interest earned on other investments	2021-12-31	$15,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,274,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,019,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,919,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,961,902
Employer contributions (assets) at end of year	2021-12-31	$3,961,908
Employer contributions (assets) at beginning of year	2021-12-31	$5,053,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,203,605
Contract administrator fees	2021-12-31	$7,080
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BDO USA, LLP
Accountancy firm EIN	2021-12-31	135381590
2020 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$13,497,773
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,737,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,709,187
Expenses. Certain deemed distributions of participant loans	2020-12-31	$20,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$9,674,772
Value of total assets at end of year	2020-12-31	$35,213,891
Value of total assets at beginning of year	2020-12-31	$24,453,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$7,720
Total interest from all sources	2020-12-31	$31,970
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$831,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$831,811
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,388,679
Participant contributions at end of year	2020-12-31	$444,271
Participant contributions at beginning of year	2020-12-31	$188,498
Participant contributions at end of year	2020-12-31	$4,745
Participant contributions at beginning of year	2020-12-31	$4,745
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$270,626
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$37,694
Other income not declared elsewhere	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$10,760,125
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,213,891
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,453,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$28,692,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,670,526
Interest on participant loans	2020-12-31	$14,620
Interest earned on other investments	2020-12-31	$17,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,019,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$806,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,959,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,015,467
Employer contributions (assets) at end of year	2020-12-31	$5,053,161
Employer contributions (assets) at beginning of year	2020-12-31	$5,746,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,709,187
Contract administrator fees	2020-12-31	$7,720
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$13,750,195
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,479,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,477,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,205,370
Value of total assets at end of year	2019-12-31	$24,453,766
Value of total assets at beginning of year	2019-12-31	$12,182,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,480
Total interest from all sources	2019-12-31	$22,444
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$461,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$461,799
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,333,022
Participant contributions at end of year	2019-12-31	$188,498
Participant contributions at beginning of year	2019-12-31	$59,143
Participant contributions at end of year	2019-12-31	$4,745
Participant contributions at beginning of year	2019-12-31	$4,089
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,088,641
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$37,694
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$12,270,942
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$24,453,766
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,182,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,670,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,069,137
Interest on participant loans	2019-12-31	$8,279
Interest earned on other investments	2019-12-31	$14,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$806,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$475,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,060,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$5,783,707
Employer contributions (assets) at end of year	2019-12-31	$5,746,013
Employer contributions (assets) at beginning of year	2019-12-31	$2,575,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,477,773
Contract administrator fees	2019-12-31	$1,480
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,635,658
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$-7,968,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$-7,968,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,305,554
Value of total assets at end of year	2018-12-31	$9,603,730
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$5,017
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$305,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$305,920
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,613,110
Participant contributions at end of year	2018-12-31	$65,937
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$692,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$9,603,730
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,603,730
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$9,069,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$2,332
Interest earned on other investments	2018-12-31	$2,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$468,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-980,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$-7,968,072
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No

Form 5500 Responses for ELWYN DEFINED CONTRIBUTION 403(B) PLAN

2023: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	Yes
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ELWYN DEFINED CONTRIBUTION 403(B) 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	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ELWYN DEFINED CONTRIBUTION 403(B) 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	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ELWYN DEFINED CONTRIBUTION 403(B) PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	First time form 5500 has been submitted	Yes
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)	Yes
2018-07-01	Plan is a collectively bargained plan	Yes
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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895399 007

Policy instance

Insurance contract or identification number	895399 007
Number of Individuals Covered	68
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	Yes
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?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895399 007

Policy instance

Insurance contract or identification number	895399 007
Number of Individuals Covered	79
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

895399 007

Policy instance

Insurance contract or identification number	895399 007
Number of Individuals Covered	61
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

ELWY

Policy instance

Insurance contract or identification number	ELWY
Number of Individuals Covered	63
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

ELWY

Policy instance

Insurance contract or identification number	ELWY
Number of Individuals Covered	59
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

Policy instance

Number of Individuals Covered	49
Insurance policy start date	2018-07-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No

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See full terms and conditions

Company Name:	ELWYN
Employer identification number (EIN):	231352117
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Nevada Department of State
Incorporation Date:	1993-04-23
Company Identification Number:	19931044229
Legal Registered Office Address:	318 N CARSON ST #208 CARSON CITY United States of America (USA) 89701