401k Plan data: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN plan

HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 401k Plan overview

Plan Name	HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN
Plan identification number	002

HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

HERITAGE CHRISTIAN SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: HERITAGE CHRISTIAN SCHOOLS, INC.

Employer identification number (EIN): 351111818

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-08-01 ROBERT D. SHAW 2016-05-16
002 2013-08-01 ROBERT D. SHAW 2015-05-13
002 2012-08-01 ROBERT D. SHAW
002 2011-08-01 ROBERT D. SHAW
002 2009-08-01 GARY BORAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2014-08-01	ROBERT D. SHAW	2016-05-16
002	2013-08-01	ROBERT D. SHAW	2015-05-13
002	2012-08-01	ROBERT D. SHAW
002	2011-08-01	ROBERT D. SHAW
002	2009-08-01	GARY BORAM

Plan Statistics for HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN

401k plan membership statisitcs for HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN

Measure Date Value
2012: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 349
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 0
Number of retired or separated participants receiving benefits 2012-08-01 30
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-08-01 0
Total participants 2012-08-01 30
Number of participants with account balances 2012-08-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-08-01 0
2011: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 355
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 298
Number of retired or separated participants receiving benefits 2011-08-01 0
Number of other retired or separated participants entitled to future benefits 2011-08-01 60
Total of all active and inactive participants 2011-08-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-08-01 0
Total participants 2011-08-01 358
Number of participants with account balances 2011-08-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-08-01 1
2009: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 328
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 318
Number of retired or separated participants receiving benefits 2009-08-01 0
Number of other retired or separated participants entitled to future benefits 2009-08-01 56
Total of all active and inactive participants 2009-08-01 374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-08-01 0
Total participants 2009-08-01 374
Number of participants with account balances 2009-08-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-08-01 0

Measure	Date	Value
2012: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	349
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	0
Number of retired or separated participants receiving benefits	2012-08-01	30
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-08-01	0
Total participants	2012-08-01	30
Number of participants with account balances	2012-08-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-08-01	0
2011: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	355
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	298
Number of retired or separated participants receiving benefits	2011-08-01	0
Number of other retired or separated participants entitled to future benefits	2011-08-01	60
Total of all active and inactive participants	2011-08-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-08-01	0
Total participants	2011-08-01	358
Number of participants with account balances	2011-08-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-08-01	1
2009: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	328
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	318
Number of retired or separated participants receiving benefits	2009-08-01	0
Number of other retired or separated participants entitled to future benefits	2009-08-01	56
Total of all active and inactive participants	2009-08-01	374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-08-01	0
Total participants	2009-08-01	374
Number of participants with account balances	2009-08-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-08-01	0

Financial Data on HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN

Measure	Date	Value
2013 : HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-07-31	$0
Total income from all sources (including contributions)	2013-07-31	$244,305
Total loss/gain on sale of assets	2013-07-31	$0
Total of all expenses incurred	2013-07-31	$4,171,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-07-31	$4,166,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-07-31	$39,077
Value of total assets at end of year	2013-07-31	$278,829
Value of total assets at beginning of year	2013-07-31	$4,206,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-07-31	$5,580
Total interest from all sources	2013-07-31	$2,438
Total dividends received (eg from common stock, registered investment company shares)	2013-07-31	$18,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-07-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-07-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2013-07-31	$18,931
Was this plan covered by a fidelity bond	2013-07-31	Yes
Value of fidelity bond cover	2013-07-31	$500,000
If this is an individual account plan, was there a blackout period	2013-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-07-31	No
Contributions received from participants	2013-07-31	$21,186
Participant contributions at end of year	2013-07-31	$0
Participant contributions at beginning of year	2013-07-31	$14,961
Income. Received or receivable in cash from other sources (including rollovers)	2013-07-31	$85
Total non interest bearing cash at end of year	2013-07-31	$0
Total non interest bearing cash at beginning of year	2013-07-31	$399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-07-31	No
Value of net income/loss	2013-07-31	$-3,927,352
Value of net assets at end of year (total assets less liabilities)	2013-07-31	$278,829
Value of net assets at beginning of year (total assets less liabilities)	2013-07-31	$4,206,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-07-31	No
Were any leases to which the plan was party in default or uncollectible	2013-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-07-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-07-31	$3,681,174
Value of interest in pooled separate accounts at end of year	2013-07-31	$185,603
Value of interest in pooled separate accounts at beginning of year	2013-07-31	$283,035
Interest on participant loans	2013-07-31	$70
Interest earned on other investments	2013-07-31	$2,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-07-31	$50,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-07-31	$152,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-07-31	$140,793
Net investment gain/loss from pooled separate accounts	2013-07-31	$43,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-07-31	No
Was there a failure to transmit to the plan any participant contributions	2013-07-31	No
Has the plan failed to provide any benefit when due under the plan	2013-07-31	No
Contributions received in cash from employer	2013-07-31	$17,806
Employer contributions (assets) at end of year	2013-07-31	$42,782
Employer contributions (assets) at beginning of year	2013-07-31	$74,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-07-31	$4,166,077
Contract administrator fees	2013-07-31	$5,580
Did the plan have assets held for investment	2013-07-31	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	2013-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-07-31	Disclaimer
Accountancy firm name	2013-07-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2013-07-31	351090346
2012 : HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-07-31	$0
Total income from all sources (including contributions)	2012-07-31	$451,188
Total loss/gain on sale of assets	2012-07-31	$0
Total of all expenses incurred	2012-07-31	$212,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-07-31	$209,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-07-31	$335,750
Value of total assets at end of year	2012-07-31	$4,206,181
Value of total assets at beginning of year	2012-07-31	$3,967,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-07-31	$2,892
Total interest from all sources	2012-07-31	$2,757
Total dividends received (eg from common stock, registered investment company shares)	2012-07-31	$87,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-07-31	$87,319
Was this plan covered by a fidelity bond	2012-07-31	Yes
Value of fidelity bond cover	2012-07-31	$500,000
If this is an individual account plan, was there a blackout period	2012-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-07-31	No
Contributions received from participants	2012-07-31	$279,078
Participant contributions at end of year	2012-07-31	$14,961
Participant contributions at beginning of year	2012-07-31	$22,437
Participant contributions at beginning of year	2012-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-07-31	$9,488
Total non interest bearing cash at end of year	2012-07-31	$399
Total non interest bearing cash at beginning of year	2012-07-31	$399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-07-31	No
Value of net income/loss	2012-07-31	$238,846
Value of net assets at end of year (total assets less liabilities)	2012-07-31	$4,206,181
Value of net assets at beginning of year (total assets less liabilities)	2012-07-31	$3,967,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-07-31	No
Were any leases to which the plan was party in default or uncollectible	2012-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-07-31	$3,681,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-07-31	$3,391,636
Value of interest in pooled separate accounts at end of year	2012-07-31	$283,035
Value of interest in pooled separate accounts at beginning of year	2012-07-31	$301,142
Interest on participant loans	2012-07-31	$849
Interest earned on other investments	2012-07-31	$1,908
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-07-31	$152,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-07-31	$151,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-07-31	$26,048
Net investment gain/loss from pooled separate accounts	2012-07-31	$-686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-07-31	No
Was there a failure to transmit to the plan any participant contributions	2012-07-31	No
Has the plan failed to provide any benefit when due under the plan	2012-07-31	No
Contributions received in cash from employer	2012-07-31	$47,184
Employer contributions (assets) at end of year	2012-07-31	$74,501
Employer contributions (assets) at beginning of year	2012-07-31	$100,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-07-31	$209,450
Contract administrator fees	2012-07-31	$2,892
Did the plan have assets held for investment	2012-07-31	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	2012-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-07-31	Disclaimer
Accountancy firm name	2012-07-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2012-07-31	351090346
2011 : HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-07-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-07-31	$0
Total income from all sources (including contributions)	2011-07-31	$780,609
Total loss/gain on sale of assets	2011-07-31	$0
Total of all expenses incurred	2011-07-31	$131,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-07-31	$129,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-07-31	$345,564
Value of total assets at end of year	2011-07-31	$3,967,335
Value of total assets at beginning of year	2011-07-31	$3,318,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-07-31	$1,728
Total interest from all sources	2011-07-31	$6,015
Total dividends received (eg from common stock, registered investment company shares)	2011-07-31	$86,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-07-31	$86,779
Was this plan covered by a fidelity bond	2011-07-31	Yes
Value of fidelity bond cover	2011-07-31	$500,000
If this is an individual account plan, was there a blackout period	2011-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-07-31	No
Contributions received from participants	2011-07-31	$229,230
Participant contributions at end of year	2011-07-31	$22,437
Participant contributions at beginning of year	2011-07-31	$19,280
Participant contributions at end of year	2011-07-31	$0
Participant contributions at beginning of year	2011-07-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-07-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-07-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-07-31	$4,540
Total non interest bearing cash at end of year	2011-07-31	$399
Total non interest bearing cash at beginning of year	2011-07-31	$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	2011-07-31	No
Value of net income/loss	2011-07-31	$649,000
Value of net assets at end of year (total assets less liabilities)	2011-07-31	$3,967,335
Value of net assets at beginning of year (total assets less liabilities)	2011-07-31	$3,318,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-07-31	No
Were any leases to which the plan was party in default or uncollectible	2011-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-07-31	$3,391,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-07-31	$2,853,914
Value of interest in pooled separate accounts at end of year	2011-07-31	$301,142
Value of interest in pooled separate accounts at beginning of year	2011-07-31	$294,215
Interest on participant loans	2011-07-31	$818
Interest earned on other investments	2011-07-31	$5,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-07-31	$151,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-07-31	$150,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-07-31	$289,116
Net investment gain/loss from pooled separate accounts	2011-07-31	$53,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-07-31	No
Was there a failure to transmit to the plan any participant contributions	2011-07-31	No
Has the plan failed to provide any benefit when due under the plan	2011-07-31	No
Contributions received in cash from employer	2011-07-31	$111,794
Employer contributions (assets) at end of year	2011-07-31	$100,135
Employer contributions (assets) at beginning of year	2011-07-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-07-31	$129,881
Contract administrator fees	2011-07-31	$1,728
Did the plan have assets held for investment	2011-07-31	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	2011-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-07-31	Disclaimer
Accountancy firm name	2011-07-31	KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN	2011-07-31	351090346
2010 : HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-07-31	$0

Form 5500 Responses for HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN

2012: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – Trust	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement - Trust	Yes
2011: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – Trust	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement - Trust	Yes
2009: HERITAGE CHRISTIAN SCHOOLS, INC. EMPLOYEES 403(B) PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – Insurance	Yes
2009-08-01	Plan funding arrangement – Trust	Yes
2009-08-01	Plan benefit arrangement – Insurance	Yes
2009-08-01	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

CR08222

Policy instance

Insurance contract or identification number	CR08222
Number of Individuals Covered	22
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Total amount of commissions paid to insurance broker	USD $312
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Commission paid to Insurance Broker	USD $312
Amount paid for insurance broker fees	0
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G73911

Policy instance

Insurance contract or identification number	G73911
Number of Individuals Covered	5
Insurance policy start date	2012-08-01
Insurance policy end date	2013-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

CR08222

Policy instance

Insurance contract or identification number	CR08222
Number of Individuals Covered	35
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $750
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G73911

Policy instance

Insurance contract or identification number	G73911
Number of Individuals Covered	4
Insurance policy start date	2011-08-01
Insurance policy end date	2012-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

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

Policy contract number

CR08222

Policy instance

Insurance contract or identification number	CR08222
Number of Individuals Covered	36
Insurance policy start date	2010-08-01
Insurance policy end date	2011-07-31
Total amount of commissions paid to insurance broker	USD $666
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G73911

Policy instance

Insurance contract or identification number	G73911
Number of Individuals Covered	9
Insurance policy start date	2010-08-01
Insurance policy end date	2011-07-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	HERITAGE CHRISTIAN SCHOOLS, INC.
Employer identification number (EIN):	351111818
NAIC Classification:	611000