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ROBERT M FARBER DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT M FARBER DDS PC PROFIT SHARING PLAN
Plan identification number 001

ROBERT M FARBER DDS PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

ROBERT M FARBER DDS PC has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M FARBER DDS PC
Employer identification number (EIN):381881608
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M FARBER DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01ROBERT M FARBER2023-05-17
0012020-10-01ROBERT M FARBER2021-11-12 ROBERT M FARBER2021-11-12
0012019-10-01ROBERT M FARBER2021-06-23 ROBERT M FARBER2021-06-23
0012018-10-01ROBERT M FARBER2020-06-29 ROBERT M FARBER2020-06-29
0012017-10-01ROBERT M FARBER2019-05-22 ROBERT M FARBER2019-05-22
0012016-10-01ROBERT M FARBER ROBERT M FARBER2017-11-20
0012015-10-01ROBERT M FARBER ROBERT M FARBER2016-11-22
0012014-10-01ROBERT M FARBER ROBERT M FARBER2016-05-16
0012013-10-01ROBERT M FARBER ROBERT M FARBER2014-12-10
0012012-10-01ROBERT M FARBER ROBERT M FARBER2014-07-10
0012011-10-01BARBARA GEIGER
0012010-10-01BARBARA GEIGER
0012009-10-01BARBARA GEIGER
0012008-10-01

Plan Statistics for ROBERT M FARBER DDS PC PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M FARBER DDS PC PROFIT SHARING PLAN

Measure Date Value
2016: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-0110
Total number of active participants reported on line 7a of the Form 55002016-10-0113
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-0113
Number of participants with account balances2016-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-0110
Total number of active participants reported on line 7a of the Form 55002015-10-0110
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-0110
Number of participants with account balances2015-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-018
Total number of active participants reported on line 7a of the Form 55002014-10-0110
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-0110
Number of participants with account balances2014-10-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-019
Total number of active participants reported on line 7a of the Form 55002013-10-018
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-018
Number of participants with account balances2013-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-019
Total number of active participants reported on line 7a of the Form 55002012-10-019
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-019
Number of participants with account balances2012-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-019
Total number of active participants reported on line 7a of the Form 55002011-10-019
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-010
Total of all active and inactive participants2011-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-019
Number of participants with account balances2011-10-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-010
2010: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-0113
Total number of active participants reported on line 7a of the Form 55002010-10-0110
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-013
Total of all active and inactive participants2010-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-10-010
Total participants2010-10-0113
Number of participants with account balances2010-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-010
2009: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0113
Total number of active participants reported on line 7a of the Form 55002009-10-0113
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0113
Number of participants with account balances2009-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010

Financial Data on ROBERT M FARBER DDS PC PROFIT SHARING PLAN

Measure Date Value
2017 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-09-30$155,802
Expenses. Total of all expenses incurred2017-09-30$39,994
Benefits paid (including direct rollovers)2017-09-30$30,700
Total plan assets at end of year2017-09-30$1,393,574
Total plan assets at beginning of year2017-09-30$1,277,766
Value of fidelity bond covering the plan2017-09-30$140,000
Expenses. Other expenses not covered elsewhere2017-09-30$9,294
Other income received2017-09-30$153,302
Net income (gross income less expenses)2017-09-30$115,808
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,393,574
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,277,766
Assets. Value of participant loans2017-09-30$4,567
Total contributions received or receivable from employer(s)2017-09-30$2,500
2016 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-09-30$358,137
Expenses. Total of all expenses incurred2016-09-30$9,266
Total plan assets at end of year2016-09-30$1,277,766
Total plan assets at beginning of year2016-09-30$928,895
Value of fidelity bond covering the plan2016-09-30$130,000
Expenses. Other expenses not covered elsewhere2016-09-30$9,266
Other income received2016-09-30$358,137
Net income (gross income less expenses)2016-09-30$348,871
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,277,766
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$928,895
Assets. Value of participant loans2016-09-30$7,914
Assets. Value of assets in partnership/joint-venture interests2016-09-30$0
2015 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-09-30$30,805
Total income from all sources2015-09-30$49,461
Expenses. Total of all expenses incurred2015-09-30$9,429
Total plan assets at end of year2015-09-30$928,895
Total plan assets at beginning of year2015-09-30$919,668
Value of fidelity bond covering the plan2015-09-30$100,000
Expenses. Other expenses not covered elsewhere2015-09-30$9,429
Other income received2015-09-30$39,461
Net income (gross income less expenses)2015-09-30$40,032
Net plan assets at end of year (total assets less liabilities)2015-09-30$928,895
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$888,863
Assets. Value of participant loans2015-09-30$15,787
Assets. Value of assets in partnership/joint-venture interests2015-09-30$47,801
Total contributions received or receivable from employer(s)2015-09-30$10,000
2014 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-09-30$30,805
Total income from all sources2014-09-30$72,567
Expenses. Total of all expenses incurred2014-09-30$40,246
Benefits paid (including direct rollovers)2014-09-30$30,805
Total plan assets at end of year2014-09-30$919,668
Total plan assets at beginning of year2014-09-30$856,542
Value of fidelity bond covering the plan2014-09-30$100,000
Expenses. Other expenses not covered elsewhere2014-09-30$9,441
Other income received2014-09-30$72,567
Net income (gross income less expenses)2014-09-30$32,321
Net plan assets at end of year (total assets less liabilities)2014-09-30$888,863
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$856,542
Assets. Value of participant loans2014-09-30$31,016
Assets. Value of assets in partnership/joint-venture interests2014-09-30$36,393
2013 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-09-30$-105,380
Expenses. Total of all expenses incurred2013-09-30$7,425
Total plan assets at end of year2013-09-30$856,542
Total plan assets at beginning of year2013-09-30$969,347
Value of fidelity bond covering the plan2013-09-30$100,000
Expenses. Other expenses not covered elsewhere2013-09-30$7,425
Other income received2013-09-30$-105,380
Net income (gross income less expenses)2013-09-30$-112,805
Net plan assets at end of year (total assets less liabilities)2013-09-30$856,542
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$969,347
Assets. Value of participant loans2013-09-30$37,013
Assets. Value of assets in partnership/joint-venture interests2013-09-30$32,490
2012 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-09-30$224,066
Expenses. Total of all expenses incurred2012-09-30$19,739
Benefits paid (including direct rollovers)2012-09-30$14,320
Total plan assets at end of year2012-09-30$969,347
Total plan assets at beginning of year2012-09-30$765,020
Value of fidelity bond covering the plan2012-09-30$100,000
Total contributions received or receivable from participants2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$5,419
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$219,066
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$204,327
Net plan assets at end of year (total assets less liabilities)2012-09-30$969,347
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$765,020
Assets. Value of participant loans2012-09-30$21,636
Assets. Value of assets in partnership/joint-venture interests2012-09-30$6,896
Total contributions received or receivable from employer(s)2012-09-30$5,000
Value of certain deemed distributions of participant loans2012-09-30$0
Value of corrective distributions2012-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
2011 : ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-09-30$-32,145
Expenses. Total of all expenses incurred2011-09-30$5,419
Benefits paid (including direct rollovers)2011-09-30$0
Total plan assets at end of year2011-09-30$765,020
Total plan assets at beginning of year2011-09-30$802,584
Value of fidelity bond covering the plan2011-09-30$100,000
Total contributions received or receivable from participants2011-09-30$0
Expenses. Other expenses not covered elsewhere2011-09-30$5,419
Contributions received from other sources (not participants or employers)2011-09-30$0
Other income received2011-09-30$-32,145
Noncash contributions received2011-09-30$0
Net income (gross income less expenses)2011-09-30$-37,564
Net plan assets at end of year (total assets less liabilities)2011-09-30$765,020
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$802,584
Assets. Value of assets in partnership/joint-venture interests2011-09-30$6,896
Total contributions received or receivable from employer(s)2011-09-30$0
Value of certain deemed distributions of participant loans2011-09-30$0
Value of corrective distributions2011-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$0

Form 5500 Responses for ROBERT M FARBER DDS PC PROFIT SHARING PLAN

2016: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedYes
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingNo
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planNo
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ROBERT M FARBER DDS PC PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Are there contracts with allocated funds for individual policies?Yes
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 number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2011-10-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2011-10-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000493064
Policy instance 1
Insurance contract or identification number000493064
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number650548509
Policy instance 2
Insurance contract or identification number650548509
Number of Individuals Covered1
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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

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