SPIEGEL & DEMARS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST
401k plan membership statisitcs for SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 3 |
| Number of participants with account balances | 2022-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 3 |
| Number of participants with account balances | 2021-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 3 |
| Number of participants with account balances | 2020-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 4 |
| Number of participants with account balances | 2017-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 3 |
| Number of participants with account balances | 2016-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 3 |
| Number of participants with account balances | 2015-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| 2012: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 3 |
| Number of participants with account balances | 2012-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 3 |
| Number of participants with account balances | 2011-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 3 |
| Number of participants with account balances | 2010-01-01 | 3 |
| 2009: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-495,620 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $177,652 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $170,494 |
| Total plan assets at end of year | 2022-12-31 | $3,502,077 |
| Total plan assets at beginning of year | 2022-12-31 | $4,175,349 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2 |
| Other income received | 2022-12-31 | $-495,620 |
| Net income (gross income less expenses) | 2022-12-31 | $-673,272 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,502,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,175,349 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,156 |
| 2021 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $431,283 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $162,122 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $153,846 |
| Total plan assets at end of year | 2021-12-31 | $4,175,349 |
| Total plan assets at beginning of year | 2021-12-31 | $3,906,188 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3 |
| Other income received | 2021-12-31 | $392,047 |
| Net income (gross income less expenses) | 2021-12-31 | $269,161 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,175,349 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,906,188 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $39,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $8,273 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $421,375 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $105,341 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $98,400 |
| Total plan assets at end of year | 2020-12-31 | $3,906,188 |
| Total plan assets at beginning of year | 2020-12-31 | $3,590,154 |
| Other income received | 2020-12-31 | $382,522 |
| Net income (gross income less expenses) | 2020-12-31 | $316,034 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,906,188 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,590,154 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $38,853 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $6,941 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $597,528 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $123,169 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $116,357 |
| Total plan assets at end of year | 2019-12-31 | $3,590,154 |
| Total plan assets at beginning of year | 2019-12-31 | $3,115,795 |
| Other income received | 2019-12-31 | $558,909 |
| Net income (gross income less expenses) | 2019-12-31 | $474,359 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,590,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,115,795 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $38,619 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,812 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $60,707 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $47,701 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $41,424 |
| Total plan assets at end of year | 2018-12-31 | $3,115,795 |
| Total plan assets at beginning of year | 2018-12-31 | $3,102,789 |
| Other income received | 2018-12-31 | $20,983 |
| Net income (gross income less expenses) | 2018-12-31 | $13,006 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,115,795 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,102,789 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $39,724 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,277 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $331,364 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $44,456 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $38,634 |
| Total plan assets at end of year | 2017-12-31 | $3,102,789 |
| Total plan assets at beginning of year | 2017-12-31 | $2,815,881 |
| Other income received | 2017-12-31 | $247,395 |
| Net income (gross income less expenses) | 2017-12-31 | $286,908 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,102,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,815,881 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $83,969 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,822 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $234,919 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $5,319 |
| Total plan assets at end of year | 2016-12-31 | $2,815,881 |
| Total plan assets at beginning of year | 2016-12-31 | $2,586,281 |
| Other income received | 2016-12-31 | $199,782 |
| Net income (gross income less expenses) | 2016-12-31 | $229,600 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,815,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,586,281 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $35,137 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,319 |
| 2015 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-3,743 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,517 |
| Total plan assets at end of year | 2015-12-31 | $2,586,281 |
| Total plan assets at beginning of year | 2015-12-31 | $2,595,541 |
| Other income received | 2015-12-31 | $-38,552 |
| Net income (gross income less expenses) | 2015-12-31 | $-9,260 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,586,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,595,541 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $34,809 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,517 |
| 2014 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $240,571 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $104,796 |
| Total plan assets at end of year | 2014-12-31 | $2,595,541 |
| Total plan assets at beginning of year | 2014-12-31 | $2,459,766 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $99,500 |
| Other income received | 2014-12-31 | $206,019 |
| Net income (gross income less expenses) | 2014-12-31 | $135,775 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,595,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,459,766 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $34,552 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,296 |
| 2013 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $243,045 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,545 |
| Total plan assets at end of year | 2013-12-31 | $2,459,766 |
| Total plan assets at beginning of year | 2013-12-31 | $2,220,266 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $243,045 |
| Net income (gross income less expenses) | 2013-12-31 | $239,500 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,459,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,220,266 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,545 |
| 2012 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $181,787 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,419 |
| Total plan assets at end of year | 2012-12-31 | $2,220,266 |
| Total plan assets at beginning of year | 2012-12-31 | $2,040,898 |
| Other income received | 2012-12-31 | $145,625 |
| Net income (gross income less expenses) | 2012-12-31 | $179,368 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,220,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,040,898 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $36,162 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,419 |
| 2011 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $81,948 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,902 |
| Total plan assets at end of year | 2011-12-31 | $2,040,898 |
| Total plan assets at beginning of year | 2011-12-31 | $1,961,852 |
| Other income received | 2011-12-31 | $45,786 |
| Net income (gross income less expenses) | 2011-12-31 | $79,046 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,040,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,961,852 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $36,162 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,902 |
| 2010 : SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $164,097 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,692 |
| Total plan assets at end of year | 2010-12-31 | $1,961,852 |
| Total plan assets at beginning of year | 2010-12-31 | $1,800,447 |
| Other income received | 2010-12-31 | $125,816 |
| Net income (gross income less expenses) | 2010-12-31 | $161,405 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,961,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,800,447 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $38,281 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,692 |
| 2022: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SPIEGEL & DEMARS SELF-EMPLOYED RETIREMENT PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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? | Yes | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
| LINCOLN LIFE AND ANNUITY CO OF NY (National Association of Insurance Commissioners NAIC id number: 62057 ) |
| Policy contract number | H91064 |
| Policy instance | 1 |
| Insurance contract or identification number | H91064 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Other information about contract | INDIVIDUAL ANNUITY CONTRACT |
|
