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NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameNATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN
Plan identification number 504

NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC.
Employer identification number (EIN):237348220
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-04-01DENISE GURULE2024-02-29 DENISE GURULE2024-02-29
5042021-04-01CASILDA DEL VALLE2022-12-13 CASILDA DEL VALLE2022-12-13
5042020-04-01CASILDA DEL VALLE2021-08-24 CASILDA DEL VALLE2021-08-24
5042019-04-01CASILDA DEL VALLE2020-10-21 CASILDA DEL VALLE2020-10-21
5042018-04-01CASILDA DEL VALLE2019-09-27 CASILDA DEL VALLE2019-09-27
5042017-04-01
5042016-04-01
5042015-04-01
5042014-04-01
5042013-04-01
5042012-04-01JOSET B. WRIGHT, PRESIDENT JOSET B. WRIGHT, PRESIDENT2013-10-11
5042011-04-01JOSET B. WRIGHT, PRESIDENT JOSET B. WRIGHT, PRESIDENT2012-11-19
5042010-04-01CASILDA DEL VALLE CASILDA DEL VALLE2011-09-28
5042009-04-01CASILDA DEL VALLE CASILDA DEL VALLE2010-10-18

Plan Statistics for NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN

401k plan membership statisitcs for NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN

Measure Date Value
2022: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-01120
Total number of active participants reported on line 7a of the Form 55002022-04-01119
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-01119
2021: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01118
Total number of active participants reported on line 7a of the Form 55002021-04-01120
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01120
2020: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01136
Total number of active participants reported on line 7a of the Form 55002020-04-01122
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01122
2019: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01141
Total number of active participants reported on line 7a of the Form 55002019-04-01136
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01136
2018: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01131
Total number of active participants reported on line 7a of the Form 55002018-04-01141
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01141
2017: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01136
Total number of active participants reported on line 7a of the Form 55002017-04-01131
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01131
2016: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01151
Total number of active participants reported on line 7a of the Form 55002016-04-01141
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01141
2015: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01139
Total number of active participants reported on line 7a of the Form 55002015-04-01151
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01151
2014: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01174
Total number of active participants reported on line 7a of the Form 55002014-04-01145
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01145
2013: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01182
Total number of active participants reported on line 7a of the Form 55002013-04-01174
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01174
2012: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01189
Total number of active participants reported on line 7a of the Form 55002012-04-01182
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01182
2011: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01189
Total number of active participants reported on line 7a of the Form 55002011-04-01189
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01189
2010: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01203
Total number of active participants reported on line 7a of the Form 55002010-04-01189
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01189
2009: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01203
Total number of active participants reported on line 7a of the Form 55002009-04-01201
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01201
Total participants2009-04-010

Form 5500 Responses for NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN

2022: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulitple employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulitple employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulitple employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulitple employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulitple employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulitple employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulitple employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulitple employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulitple employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulitple employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulitple employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-04-01Type of plan entityMulitple employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: NATIONAL MINORITY SUPPLIER DEVELOPMENT COUNCIL, INC. LIFE & LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulitple employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 2
Insurance contract or identification number10068424
Number of Individuals Covered113
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $2,857
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $47,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,857
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068425
Policy instance 1
Insurance contract or identification number10068425
Number of Individuals Covered111
Insurance policy start date2022-03-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $3,839
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,839
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered116
Insurance policy start date2021-03-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $3,847
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,847
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered119
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $2,965
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $53,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,965
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered1115
Insurance policy start date2020-03-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $3,231
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,231
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered118
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $2,312
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $44,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,312
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered130
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $3,518
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $56,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,518
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered119
Insurance policy start date2019-03-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $4,231
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,231
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered141
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $2,933
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $51,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,933
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered128
Insurance policy start date2018-03-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $3,710
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,710
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered125
Insurance policy start date2017-03-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,839
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,839
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerM/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GROUP & LIFE AGENCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered130
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $2,997
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $55,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,997
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GROUP & LIFE AGENCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 2
Insurance contract or identification number000010068425
Number of Individuals Covered135
Insurance policy start date2015-03-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $3,907
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,907
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GROUP & LIFE AGENCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number10068424
Policy instance 1
Insurance contract or identification number10068424
Number of Individuals Covered150
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $3,116
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $63,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,116
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GROUP & LIFE AGENCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068424
Policy instance 2
Insurance contract or identification number000010068424
Number of Individuals Covered140
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $2,901
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $49,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,901
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 1
Insurance contract or identification number000010068425
Number of Individuals Covered135
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $3,526
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,526
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 1
Insurance contract or identification number000010068425
Number of Individuals Covered153
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,269
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,269
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068424
Policy instance 2
Insurance contract or identification number000010068424
Number of Individuals Covered163
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,252
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $72,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,252
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068424
Policy instance 2
Insurance contract or identification number000010068424
Number of Individuals Covered182
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,239
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $71,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,239
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 1
Insurance contract or identification number000010068425
Number of Individuals Covered172
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $4,208
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,151
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,208
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 1
Insurance contract or identification number000010068425
Number of Individuals Covered171
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $4,260
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068424
Policy instance 2
Insurance contract or identification number000010068424
Number of Individuals Covered189
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $3,239
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $71,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068425
Policy instance 1
Insurance contract or identification number000010068425
Number of Individuals Covered178
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $4,287
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,287
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY
LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 )
Policy contract number000010068424
Policy instance 2
Insurance contract or identification number000010068424
Number of Individuals Covered188
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $3,245
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $72,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,245
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNONE
Insurance broker organization code?3
Insurance broker nameINDEPENDENT GRP LIFE AGCY

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