MERCHANTS FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D
401k plan membership statisitcs for MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D
Measure | Date | Value |
---|
2020: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-08-01 | 385 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-08-01 | 0 |
Total of all active and inactive participants | 2020-08-01 | 0 |
2019: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-08-01 | 358 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 382 |
Number of retired or separated participants receiving benefits | 2019-08-01 | 3 |
Total of all active and inactive participants | 2019-08-01 | 385 |
2018: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-08-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 352 |
Number of retired or separated participants receiving benefits | 2018-08-01 | 6 |
Total of all active and inactive participants | 2018-08-01 | 358 |
2017: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-08-01 | 347 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 349 |
Number of retired or separated participants receiving benefits | 2017-08-01 | 6 |
Total of all active and inactive participants | 2017-08-01 | 355 |
2016: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-08-01 | 346 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 345 |
Number of retired or separated participants receiving benefits | 2016-08-01 | 2 |
Total of all active and inactive participants | 2016-08-01 | 347 |
2015: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-08-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 344 |
Number of retired or separated participants receiving benefits | 2015-08-01 | 2 |
Total of all active and inactive participants | 2015-08-01 | 346 |
2014: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-08-01 | 351 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 352 |
Number of retired or separated participants receiving benefits | 2014-08-01 | 4 |
Total of all active and inactive participants | 2014-08-01 | 356 |
2013: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-08-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 345 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 6 |
Total of all active and inactive participants | 2013-08-01 | 351 |
2012: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-08-01 | 312 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 331 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 6 |
Total of all active and inactive participants | 2012-08-01 | 337 |
2011: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-08-01 | 307 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 309 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 3 |
Total of all active and inactive participants | 2011-08-01 | 312 |
Total participants | 2011-08-01 | 312 |
2010: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-08-01 | 311 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 299 |
Number of retired or separated participants receiving benefits | 2010-08-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2010-08-01 | 0 |
Total of all active and inactive participants | 2010-08-01 | 307 |
2009: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-08-01 | 296 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 303 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 8 |
Total of all active and inactive participants | 2009-08-01 | 311 |
Total participants | 2009-08-01 | 311 |
2020: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2020 form 5500 responses |
---|
2020-08-01 | Type of plan entity | Single employer plan |
2020-08-01 | This submission is the final filing | Yes |
2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2020-08-01 | Plan funding arrangement – Insurance | Yes |
2020-08-01 | Plan benefit arrangement – Insurance | Yes |
2019: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2019 form 5500 responses |
---|
2019-08-01 | Type of plan entity | Single employer plan |
2019-08-01 | Plan funding arrangement – Insurance | Yes |
2019-08-01 | Plan benefit arrangement – Insurance | Yes |
2018: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2018 form 5500 responses |
---|
2018-08-01 | Type of plan entity | Single employer plan |
2018-08-01 | Plan funding arrangement – Insurance | Yes |
2018-08-01 | Plan benefit arrangement – Insurance | Yes |
2017: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2017 form 5500 responses |
---|
2017-08-01 | Type of plan entity | Single employer plan |
2017-08-01 | Plan funding arrangement – Insurance | Yes |
2017-08-01 | Plan benefit arrangement – Insurance | Yes |
2016: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2016 form 5500 responses |
---|
2016-08-01 | Type of plan entity | Single employer plan |
2016-08-01 | Plan funding arrangement – Insurance | Yes |
2016-08-01 | Plan benefit arrangement – Insurance | Yes |
2015: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2015 form 5500 responses |
---|
2015-08-01 | Type of plan entity | Single employer plan |
2015-08-01 | Plan funding arrangement – Insurance | Yes |
2015-08-01 | Plan benefit arrangement – Insurance | Yes |
2014: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2014 form 5500 responses |
---|
2014-08-01 | Type of plan entity | Single employer plan |
2014-08-01 | Plan funding arrangement – Insurance | Yes |
2014-08-01 | Plan benefit arrangement – Insurance | Yes |
2013: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2013 form 5500 responses |
---|
2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Plan funding arrangement – Insurance | Yes |
2013-08-01 | Plan benefit arrangement – Insurance | Yes |
2012: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2012 form 5500 responses |
---|
2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Plan funding arrangement – Insurance | Yes |
2012-08-01 | Plan benefit arrangement – Insurance | Yes |
2011: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2011 form 5500 responses |
---|
2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Plan funding arrangement – Insurance | Yes |
2011-08-01 | Plan benefit arrangement – Insurance | Yes |
2010: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2010 form 5500 responses |
---|
2010-08-01 | Type of plan entity | Single employer plan |
2010-08-01 | Submission has been amended | No |
2010-08-01 | This submission is the final filing | No |
2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-08-01 | Plan is a collectively bargained plan | No |
2010-08-01 | Plan funding arrangement – Insurance | Yes |
2010-08-01 | Plan benefit arrangement – Insurance | Yes |
2009: MERCHANTS FINANCIAL GROUP, INC. BASE LIFE/AD&D 2009 form 5500 responses |
---|
2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Insurance | Yes |
2009-08-01 | Plan benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 385 | Insurance policy start date | 2019-08-01 | Insurance policy end date | 2020-07-31 | Total amount of commissions paid to insurance broker | USD $2,694 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $39,205 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,694 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 358 | Insurance policy start date | 2018-08-01 | Insurance policy end date | 2019-07-31 | Total amount of commissions paid to insurance broker | USD $2,639 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $36,461 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,639 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 355 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $2,621 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $35,571 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,621 | Insurance broker organization code? | 3 | Insurance broker name | WINONA AGENCY, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 346 | Insurance policy start date | 2015-08-01 | Insurance policy end date | 2016-07-31 | Total amount of commissions paid to insurance broker | USD $2,622 | Total amount of fees paid to insurance company | USD $679 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $35,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,622 | Amount paid for insurance broker fees | 679 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | WINONA AGENCY, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 356 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $2,559 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $32,441 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,559 | Insurance broker organization code? | 3 | Insurance broker name | WINONA AGENCY, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 351 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $2,400 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $27,801 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,400 | Insurance broker organization code? | 3 | Insurance broker name | WINONA AGENCY, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 337 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $2,299 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $25,780 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,299 | Insurance broker organization code? | 3 | Insurance broker name | WINONA AGENCY, INC. |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 312 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $2,263 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $25,069 | 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 number | 000010061237 |
Policy instance | 1 |
Insurance contract or identification number | 000010061237 | Number of Individuals Covered | 307 | Insurance policy start date | 2010-08-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $2,254 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | 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 | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $24,899 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|