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IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 401k Plan overview

Plan NameIMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST
Plan identification number 002

IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & 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.

401k Sponsoring company profile

CKL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CKL CORPORATION
Employer identification number (EIN):381994427
NAIC Classification:424800

Additional information about CKL CORPORATION

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1979-07-13
Company Identification Number: 000161501
Legal Registered Office Address: P. O. Box 1405

Worland
United States of America (USA)
82401

More information about CKL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-10-01JEFF KARES2020-11-03
0022016-10-01JOESPH CEKOLA
0022015-10-01JOSEPH CEKOLA
0022014-10-01JOSEPH CEKOLA
0022013-10-01JOSEPH CEKOLA
0022012-10-01JOSEPH CEKOLA
0022012-03-10JOSEPH CEKOLA

Plan Statistics for IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST

401k plan membership statisitcs for IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST

Measure Date Value
2017: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0113
Total number of active participants reported on line 7a of the Form 55002017-10-010
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-010
Number of participants with account balances2017-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-018
Total number of active participants reported on line 7a of the Form 55002016-10-0111
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-012
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 balances2016-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-011
2015: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-016
Total number of active participants reported on line 7a of the Form 55002015-10-017
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 participants2015-10-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-017
Number of participants with account balances2015-10-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-019
Total number of active participants reported on line 7a of the Form 55002014-10-016
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 participants2014-10-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-016
Number of participants with account balances2014-10-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-010
2013: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-019
Total number of active participants reported on line 7a of the Form 55002013-10-019
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 participants2013-10-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-019
Number of participants with account balances2013-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-010
2012: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-018
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 balances2012-10-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
Total participants, beginning-of-year2012-03-100
Total number of active participants reported on line 7a of the Form 55002012-03-108
Number of retired or separated participants receiving benefits2012-03-100
Number of other retired or separated participants entitled to future benefits2012-03-100
Total of all active and inactive participants2012-03-108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-100
Total participants2012-03-108
Number of participants with account balances2012-03-100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-100

Financial Data on IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST

Measure Date Value
2017 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2017 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-10-24$0
Total income from all sources2017-09-30$32,709
Expenses. Total of all expenses incurred2017-09-30$14,618
Benefits paid (including direct rollovers)2017-09-30$14,047
Total plan assets at end of year2017-09-30$76,362
Total plan assets at beginning of year2017-09-30$58,271
Value of fidelity bond covering the plan2017-09-30$10,000
Total contributions received or receivable from participants2017-09-30$17,967
Other income received2017-09-30$7,215
Net income (gross income less expenses)2017-09-30$18,091
Net plan assets at end of year (total assets less liabilities)2017-09-30$76,362
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$58,271
Assets. Value of participant loans2017-09-30$371
Total contributions received or receivable from employer(s)2017-09-30$7,527
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$571
2016 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$20,210
Expenses. Total of all expenses incurred2016-09-30$223
Benefits paid (including direct rollovers)2016-09-30$0
Total plan assets at end of year2016-09-30$58,271
Total plan assets at beginning of year2016-09-30$38,284
Value of fidelity bond covering the plan2016-09-30$10,000
Assets. Value of tangible personal property2016-09-30$0
Total contributions received or receivable from participants2016-09-30$11,217
Assets. Value of loans (other than to participants)2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$3,385
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$19,987
Net plan assets at end of year (total assets less liabilities)2016-09-30$58,271
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$38,284
Assets. Value of participant loans2016-09-30$1,348
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-09-30$0
Assets. Value of assets in partnership/joint-venture interests2016-09-30$0
Assets. Value of real-estate (other than employer real property)2016-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-09-30$0
Assets. Value of employer securities2016-09-30$0
Assets. Value of employer real property2016-09-30$0
Total contributions received or receivable from employer(s)2016-09-30$5,608
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
2015 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$9,784
Expenses. Total of all expenses incurred2015-09-30$7,520
Benefits paid (including direct rollovers)2015-09-30$7,288
Total plan assets at end of year2015-09-30$38,284
Total plan assets at beginning of year2015-09-30$36,020
Value of fidelity bond covering the plan2015-09-30$10,000
Assets. Value of tangible personal property2015-09-30$0
Total contributions received or receivable from participants2015-09-30$7,242
Assets. Value of loans (other than to participants)2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-1,079
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$2,264
Net plan assets at end of year (total assets less liabilities)2015-09-30$38,284
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$36,020
Assets. Value of participant loans2015-09-30$2,532
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-09-30$0
Assets. Value of assets in partnership/joint-venture interests2015-09-30$0
Assets. Value of real-estate (other than employer real property)2015-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-09-30$0
Assets. Value of employer securities2015-09-30$0
Assets. Value of employer real property2015-09-30$0
Total contributions received or receivable from employer(s)2015-09-30$3,621
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$232
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
2014 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$13,355
Expenses. Total of all expenses incurred2014-09-30$232
Benefits paid (including direct rollovers)2014-09-30$0
Total plan assets at end of year2014-09-30$36,020
Total plan assets at beginning of year2014-09-30$22,897
Value of fidelity bond covering the plan2014-09-30$10,000
Assets. Value of tangible personal property2014-09-30$0
Total contributions received or receivable from participants2014-09-30$7,549
Assets. Value of loans (other than to participants)2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$2,031
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$13,123
Net plan assets at end of year (total assets less liabilities)2014-09-30$36,020
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$22,897
Assets. Value of participant loans2014-09-30$3,662
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-09-30$0
Assets. Value of assets in partnership/joint-venture interests2014-09-30$0
Assets. Value of real-estate (other than employer real property)2014-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-09-30$0
Assets. Value of employer securities2014-09-30$0
Assets. Value of employer real property2014-09-30$0
Total contributions received or receivable from employer(s)2014-09-30$3,775
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$232
2013 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$23,086
Expenses. Total of all expenses incurred2013-09-30$189
Benefits paid (including direct rollovers)2013-09-30$0
Total plan assets at end of year2013-09-30$22,897
Total plan assets at beginning of year2013-09-30$0
Value of fidelity bond covering the plan2013-09-30$10,000
Assets. Value of tangible personal property2013-09-30$0
Total contributions received or receivable from participants2013-09-30$6,760
Assets. Value of loans (other than to participants)2013-09-30$0
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$11,389
Other income received2013-09-30$1,557
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$22,897
Net plan assets at end of year (total assets less liabilities)2013-09-30$22,897
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$0
Assets. Value of participant loans2013-09-30$3,701
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-09-30$0
Assets. Value of assets in partnership/joint-venture interests2013-09-30$0
Assets. Value of real-estate (other than employer real property)2013-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-09-30$0
Assets. Value of employer securities2013-09-30$0
Assets. Value of employer real property2013-09-30$0
Total contributions received or receivable from employer(s)2013-09-30$3,380
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$189
2012 : IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-09-30$0
Total plan liabilities at end of year2012-09-30$0
Total plan liabilities at beginning of year2012-09-30$0
Total income from all sources2012-09-30$0
Expenses. Total of all expenses incurred2012-09-30$0
Benefits paid (including direct rollovers)2012-09-30$0
Total plan assets at end of year2012-09-30$0
Total plan assets at beginning of year2012-09-30$0
Value of fidelity bond covering the plan2012-09-30$10,000
Assets. Value of tangible personal property2012-09-30$0
Total contributions received or receivable from participants2012-09-30$0
Assets. Value of loans (other than to participants)2012-09-30$0
Expenses. Other expenses not covered elsewhere2012-09-30$0
Contributions received from other sources (not participants or employers)2012-09-30$0
Other income received2012-09-30$0
Noncash contributions received2012-09-30$0
Net income (gross income less expenses)2012-09-30$0
Net plan assets at end of year (total assets less liabilities)2012-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$0
Assets. Value of participant loans2012-09-30$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-09-30$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-09-30$0
Assets. Value of assets in partnership/joint-venture interests2012-09-30$0
Assets. Value of real-estate (other than employer real property)2012-09-30$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-09-30$0
Assets. Value of employer securities2012-09-30$0
Assets. Value of employer real property2012-09-30$0
Total contributions received or receivable from employer(s)2012-09-30$0
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

Form 5500 Responses for IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST

2017: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01This submission is the final filingYes
2017-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: IMPERIAL BEVERAGE COMPANY COLLECTIVELY BARGAINED 401K PLAN & TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-03-10Type of plan entitySingle employer plan
2012-03-10First time form 5500 has been submittedYes
2012-03-10Submission has been amendedNo
2012-03-10This submission is the final filingNo
2012-03-10This return/report is a short plan year return/report (less than 12 months)Yes
2012-03-10Plan is a collectively bargained planYes
2012-03-10Plan funding arrangement – InsuranceYes
2012-03-10Plan funding arrangement – TrustYes
2012-03-10Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number19045
Policy instance 1
Insurance contract or identification number19045
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $177
Total amount of fees paid to insurance companyUSD $38
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?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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $177
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SLAES REP
Insurance broker organization code?4
Insurance broker nameRETIREMENT PLANNING, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number19045
Policy instance 1
Insurance contract or identification number19045
Number of Individuals Covered3
Total amount of commissions paid to insurance brokerUSD $126
Total amount of fees paid to insurance companyUSD $49
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?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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $126
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SLAES REP
Insurance broker organization code?4
Insurance broker nameRETIREMENT PLANNING, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number19045
Policy instance 1
Insurance contract or identification number19045
Number of Individuals Covered9
Total amount of commissions paid to insurance brokerUSD $85
Total amount of fees paid to insurance companyUSD $38
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?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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $85
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SLAES REP
Insurance broker organization code?4
Insurance broker nameRETIREMENT PLANNING, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number19045
Policy instance 1
Insurance contract or identification number19045
Number of Individuals Covered9
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $7
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?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
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerTPA AWARDS AND MARKETING ALLOWANCE
Insurance broker nameRETIREMENT PLANNING, INC.

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