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RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameRJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST
Plan identification number 001

RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RJ NELSON ENTERPRISES, LTD. has sponsored the creation of one or more 401k plans.

Company Name:RJ NELSON ENTERPRISES, LTD.
Employer identification number (EIN):364127201
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JANICE S NELSON2017-12-21
0012016-01-01JANICE S NELSON2017-10-12
0012015-01-01JANICE S NELSON2016-08-31
0012014-01-01JANICE S NELSON2015-07-30
0012013-01-01JANICE S NELSON
0012012-01-01JANICE S NELSON JANICE S NELSON2013-10-14
0012011-01-01JANICE S. NELSON
0012009-01-01JANICE NELSON JANICE NELSON2010-10-08

Plan Statistics for RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Measure Date Value
2013: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01211
Total number of active participants reported on line 7a of the Form 55002013-01-0113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0122
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01214
Total number of active participants reported on line 7a of the Form 55002012-01-01202
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01211
Number of participants with account balances2012-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01205
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01214
Number of participants with account balances2011-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01207
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

Measure Date Value
2013 : RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,735
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$69,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$31,874
Value of total assets at beginning of year2013-12-31$89,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,405
Total interest from all sources2013-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-57,161
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$89,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$31,477
Value of interest in pooled separate accounts at beginning of year2013-12-31$88,649
Interest earned on other investments2013-12-31$15
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$386
Net investment gain/loss from pooled separate accounts2013-12-31$12,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,491
Contract administrator fees2013-12-31$2,405
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIGIOVINE HNLIO JORDAN JOHNSON LTD
Accountancy firm EIN2013-12-31363029663
2012 : RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$31,500
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$273,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$265,147
Expenses. Certain deemed distributions of participant loans2012-12-31$5,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$89,035
Value of total assets at beginning of year2012-12-31$331,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,410
Total interest from all sources2012-12-31$522
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-242,239
Value of net assets at end of year (total assets less liabilities)2012-12-31$89,035
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$331,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$88,649
Value of interest in pooled separate accounts at beginning of year2012-12-31$312,544
Interest on participant loans2012-12-31$218
Interest earned on other investments2012-12-31$304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,545
Net investment gain/loss from pooled separate accounts2012-12-31$30,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$265,147
Contract administrator fees2012-12-31$3,410
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIGIOVINE HNLIO JORDAN JOHNSON LTD
Accountancy firm EIN2012-12-31363029663
2011 : RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$26,037
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$27,015
Value of total assets at end of year2011-12-31$331,274
Value of total assets at beginning of year2011-12-31$312,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,877
Total interest from all sources2011-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$19,422
Participant contributions at end of year2011-12-31$8,185
Participant contributions at beginning of year2011-12-31$582
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$18,727
Value of net assets at end of year (total assets less liabilities)2011-12-31$331,274
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$312,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$312,544
Value of interest in pooled separate accounts at beginning of year2011-12-31$301,080
Interest on participant loans2011-12-31$124
Interest earned on other investments2011-12-31$421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,885
Net investment gain/loss from pooled separate accounts2011-12-31$-1,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,433
Contract administrator fees2011-12-31$3,877
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIGIOVINE HNLIO JORDAN JOHNSON LTD
Accountancy firm EIN2011-12-31363029663
2010 : RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$57,402
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$92,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$89,053
Expenses. Certain deemed distributions of participant loans2010-12-31$62
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,063
Value of total assets at end of year2010-12-31$312,547
Value of total assets at beginning of year2010-12-31$347,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,499
Total interest from all sources2010-12-31$698
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,434
Participant contributions at end of year2010-12-31$582
Participant contributions at beginning of year2010-12-31$464
Participant contributions at beginning of year2010-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-35,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$312,547
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$347,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$301,080
Value of interest in pooled separate accounts at beginning of year2010-12-31$321,524
Interest on participant loans2010-12-31$22
Interest earned on other investments2010-12-31$676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$25,583
Net investment gain/loss from pooled separate accounts2010-12-31$31,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,629
Employer contributions (assets) at beginning of year2010-12-31$63
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$89,053
Contract administrator fees2010-12-31$3,499
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIGIOVINE HNLIO JORDAN JOHNSON LTD
Accountancy firm EIN2010-12-31363029663
2009 : RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST

2013: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RJ NELSON ENTERPRISES 401(K) SAVINGS & RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP83009
Policy instance 1
Insurance contract or identification numberGP83009
Number of Individuals Covered41
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $811
Total amount of fees paid to insurance companyUSD $328
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 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?Yes
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 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
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 numberGP83009
Policy instance 1
Insurance contract or identification numberGP83009
Number of Individuals Covered37
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $806
Total amount of fees paid to insurance companyUSD $276
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 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?Yes
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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