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AUGUSTINE CONSULTING INC 401k Plan overview

Plan NameAUGUSTINE CONSULTING INC
Plan identification number 501

AUGUSTINE CONSULTING INC Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

AUGUSTINE CONSULTING, INC. has sponsored the creation of one or more 401k plans.

Company Name:AUGUSTINE CONSULTING, INC.
Employer identification number (EIN):260527923
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUGUSTINE CONSULTING INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01PAUL M. MEYER2023-09-26
5012021-01-01PAUL M. MEYER2022-12-20
5012017-06-01MARIVEL OYAMA
5012017-06-01PAUL M. MEYER2022-12-20
5012016-06-01MARIVEL OYAMA
5012016-06-01
5012016-06-01PAUL M. MEYER2022-12-20
5012015-06-01PAUL M. MEYER2022-12-20
5012014-06-01ANDREA GRAY ANDREA GRAY2015-09-04
5012014-06-01PAUL M. MEYER2022-12-20

Plan Statistics for AUGUSTINE CONSULTING INC

401k plan membership statisitcs for AUGUSTINE CONSULTING INC

Measure Date Value
2022: AUGUSTINE CONSULTING INC 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of employers contributing to the scheme2022-01-010
2021: AUGUSTINE CONSULTING INC 2021 401k membership
Total participants, beginning-of-year2021-01-01154
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01134
Number of employers contributing to the scheme2021-01-010
2017: AUGUSTINE CONSULTING INC 2017 401k membership
Total participants, beginning-of-year2017-06-01103
Total number of active participants reported on line 7a of the Form 55002017-06-0191
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0191
Total participants2017-06-0191
Number of employers contributing to the scheme2017-06-010
2016: AUGUSTINE CONSULTING INC 2016 401k membership
Total participants, beginning-of-year2016-06-01120
Total number of active participants reported on line 7a of the Form 55002016-06-01120
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01120
Total participants2016-06-01120
Number of participants with account balances2016-06-010
Number of employers contributing to the scheme2016-06-010
2015: AUGUSTINE CONSULTING INC 2015 401k membership
Total participants, beginning-of-year2015-06-01180
Total number of active participants reported on line 7a of the Form 55002015-06-01175
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-01175
Number of employers contributing to the scheme2015-06-010
2014: AUGUSTINE CONSULTING INC 2014 401k membership
Total participants, beginning-of-year2014-06-01365
Total number of active participants reported on line 7a of the Form 55002014-06-01365
Total of all active and inactive participants2014-06-01365
Total participants2014-06-01365
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-010
Number of employers contributing to the scheme2014-06-010

Financial Data on AUGUSTINE CONSULTING INC

Measure Date Value
2015 : AUGUSTINE CONSULTING INC 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$0
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total transfer of assets to this plan2015-05-31$0
Total transfer of assets from this plan2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Expenses. Interest paid2015-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-05-31$0
Total income from all sources (including contributions)2015-05-31$700,127
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$700,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$700,127
Expenses. Certain deemed distributions of participant loans2015-05-31$0
Value of total corrective distributions2015-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$700,127
Value of total assets at end of year2015-05-31$700,127
Value of total assets at beginning of year2015-05-31$700,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$0
Total income from rents2015-05-31$0
Total interest from all sources2015-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$0
Assets. Real estate other than employer real property at end of year2015-05-31$0
Assets. Real estate other than employer real property at beginning of year2015-05-31$0
Administrative expenses professional fees incurred2015-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-05-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-05-31$0
Was this plan covered by a fidelity bond2015-05-31No
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$0
Participant contributions at end of year2015-05-31$0
Participant contributions at beginning of year2015-05-31$0
Participant contributions at end of year2015-05-31$0
Participant contributions at beginning of year2015-05-31$0
Assets. Other investments not covered elsewhere at end of year2015-05-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$0
Assets. Loans (other than to participants) at end of year2015-05-31$0
Assets. Loans (other than to participants) at beginning of year2015-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-05-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-05-31$0
Other income not declared elsewhere2015-05-31$0
Administrative expenses (other) incurred2015-05-31$0
Liabilities. Value of operating payables at end of year2015-05-31$0
Liabilities. Value of operating payables at beginning of year2015-05-31$0
Total non interest bearing cash at end of year2015-05-31$0
Total non interest bearing cash at beginning of year2015-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Income. Non cash contributions2015-05-31$0
Value of net income/loss2015-05-31$0
Value of net assets at end of year (total assets less liabilities)2015-05-31$700,127
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$700,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Assets. partnership/joint venture interests at end of year2015-05-31$0
Assets. partnership/joint venture interests at beginning of year2015-05-31$0
Investment advisory and management fees2015-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$0
Value of interest in pooled separate accounts at end of year2015-05-31$0
Value of interest in pooled separate accounts at beginning of year2015-05-31$0
Interest on participant loans2015-05-31$0
Income. Interest from loans (other than to participants)2015-05-31$0
Interest earned on other investments2015-05-31$0
Income. Interest from US Government securities2015-05-31$0
Income. Interest from corporate debt instruments2015-05-31$0
Value of interest in master investment trust accounts at end of year2015-05-31$0
Value of interest in master investment trust accounts at beginning of year2015-05-31$0
Value of interest in common/collective trusts at end of year2015-05-31$0
Value of interest in common/collective trusts at beginning of year2015-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-05-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$700,127
Asset value of US Government securities at end of year2015-05-31$0
Asset value of US Government securities at beginning of year2015-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$0
Net investment gain/loss from pooled separate accounts2015-05-31$0
Net investment gain or loss from common/collective trusts2015-05-31$0
Net gain/loss from 103.12 investment entities2015-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Assets. Invements in employer securities at end of year2015-05-31$0
Assets. Invements in employer securities at beginning of year2015-05-31$0
Assets. Value of employer real property at end of year2015-05-31$0
Assets. Value of employer real property at beginning of year2015-05-31$0
Contributions received in cash from employer2015-05-31$700,127
Employer contributions (assets) at end of year2015-05-31$700,127
Employer contributions (assets) at beginning of year2015-05-31$700,127
Income. Dividends from preferred stock2015-05-31$0
Income. Dividends from common stock2015-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$0
Asset. Corporate debt instrument preferred debt at end of year2015-05-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-05-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$0
Contract administrator fees2015-05-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-05-31$0
Liabilities. Value of benefit claims payable at end of year2015-05-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-05-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-05-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-05-31$0
Did the plan have assets held for investment2015-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$0
Aggregate carrying amount (costs) on sale of assets2015-05-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-05-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31INNOVATIVE BROKER SERVICES
Accountancy firm EIN2015-05-31202970350

Form 5500 Responses for AUGUSTINE CONSULTING INC

2022: AUGUSTINE CONSULTING INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: AUGUSTINE CONSULTING INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2017: AUGUSTINE CONSULTING INC 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01First time form 5500 has been submittedYes
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: AUGUSTINE CONSULTING INC 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01First time form 5500 has been submittedYes
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: AUGUSTINE CONSULTING INC 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: AUGUSTINE CONSULTING INC 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered153
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,964
Total amount of fees paid to insurance companyUSD $287
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,964
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,787
Total amount of fees paid to insurance companyUSD $483
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $28,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,787
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered91
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,818
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $18,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,818
Amount paid for insurance broker fees0
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00619158
Policy instance 1
Insurance contract or identification number00619158
Number of Individuals Covered75
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $24,266
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $201,294
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 number000010175892000
Policy instance 4
Insurance contract or identification number000010175892000
Number of Individuals Covered91
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $2,414
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $28,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010175891000
Policy instance 3
Insurance contract or identification number000010175891000
Number of Individuals Covered91
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $3,037
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010175890000
Policy instance 2
Insurance contract or identification number000010175890000
Number of Individuals Covered91
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,818
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered121
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $1,954
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,954
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered175
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,038
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,038
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175890
Policy instance 1
Insurance contract or identification number10175890
Number of Individuals Covered180
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $1,683
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $18,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,683
Amount paid for insurance broker fees0
Insurance broker organization code?3

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