TOKUSEN U.S.A.,INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD
401k plan membership statisitcs for TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD
| Measure | Date | Value |
|---|
| 2023: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-09-01 | 308 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-09-01 | 0 |
| Total of all active and inactive participants | 2023-09-01 | 0 |
| 2022: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-09-01 | 305 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-09-01 | 308 |
| Total of all active and inactive participants | 2022-09-01 | 308 |
| 2021: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-09-01 | 290 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 305 |
| Total of all active and inactive participants | 2021-09-01 | 305 |
| 2020: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-09-01 | 315 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 290 |
| Total of all active and inactive participants | 2020-09-01 | 290 |
| 2019: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 312 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 315 |
| Total of all active and inactive participants | 2019-09-01 | 315 |
| 2018: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 321 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 312 |
| Total of all active and inactive participants | 2018-09-01 | 312 |
| 2017: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 376 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 321 |
| Total of all active and inactive participants | 2017-09-01 | 321 |
| Total participants | 2017-09-01 | 321 |
| 2016: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 418 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 376 |
| Total of all active and inactive participants | 2016-09-01 | 376 |
| Total participants | 2016-09-01 | 376 |
| 2015: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 371 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 418 |
| Total of all active and inactive participants | 2015-09-01 | 418 |
| Total participants | 2015-09-01 | 418 |
| 2014: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 343 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 371 |
| Total of all active and inactive participants | 2014-09-01 | 371 |
| Total participants | 2014-09-01 | 371 |
| 2013: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 305 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 343 |
| Total of all active and inactive participants | 2013-09-01 | 343 |
| Total participants | 2013-09-01 | 343 |
| 2012: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 333 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 305 |
| Total of all active and inactive participants | 2012-09-01 | 305 |
| Total participants | 2012-09-01 | 305 |
| 2011: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 391 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 333 |
| Total of all active and inactive participants | 2011-09-01 | 333 |
| Total participants | 2011-09-01 | 333 |
| 2010: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-09-01 | 306 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 391 |
| Total of all active and inactive participants | 2010-09-01 | 391 |
| Total participants | 2010-09-01 | 391 |
| 2009: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 298 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 306 |
| Total of all active and inactive participants | 2009-01-01 | 306 |
| Total participants | 2009-01-01 | 306 |
| 2023: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2023 form 5500 responses |
|---|
| 2023-09-01 | Type of plan entity | Single employer plan |
| 2023-09-01 | This submission is the final filing | Yes |
| 2023-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-09-01 | Plan funding arrangement – Insurance | Yes |
| 2023-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2022 form 5500 responses |
|---|
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Plan funding arrangement – Insurance | Yes |
| 2022-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2021 form 5500 responses |
|---|
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Plan funding arrangement – Insurance | Yes |
| 2021-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2020 form 5500 responses |
|---|
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Plan funding arrangement – Insurance | Yes |
| 2020-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | No |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | First time form 5500 has been submitted | Yes |
| 2014-09-01 | Submission has been amended | No |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | No |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | First time form 5500 has been submitted | Yes |
| 2013-09-01 | Submission has been amended | No |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | No |
| 2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | First time form 5500 has been submitted | Yes |
| 2012-09-01 | Submission has been amended | No |
| 2012-09-01 | This submission is the final filing | No |
| 2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-09-01 | Plan is a collectively bargained plan | No |
| 2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | First time form 5500 has been submitted | Yes |
| 2011-09-01 | Submission has been amended | No |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | No |
| 2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | First time form 5500 has been submitted | Yes |
| 2010-09-01 | Submission has been amended | No |
| 2010-09-01 | This submission is the final filing | No |
| 2010-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-09-01 | Plan is a collectively bargained plan | No |
| 2010-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TOKUSEN U.S.A.,INC. EMPLOYEE BENEFIT PLAN - LIFE ADD 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50049719 |
| Policy instance | 1 |
| Insurance contract or identification number | 50049719 | | Number of Individuals Covered | 313 | | Insurance policy start date | 2023-09-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $993 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $9,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50049719 |
| Policy instance | 1 |
| Insurance contract or identification number | 50049719 | | Number of Individuals Covered | 308 | | Insurance policy start date | 2022-09-01 | | Insurance policy end date | 2023-08-31 | | Total amount of commissions paid to insurance broker | USD $3,685 | | Total amount of fees paid to insurance company | USD $371 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $25,760 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,576 | | Amount paid for insurance broker fees | 371 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00621603 |
| Policy instance | 1 |
| Insurance contract or identification number | G00621603 | | Number of Individuals Covered | 305 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $4,100 | | Total amount of fees paid to insurance company | USD $547 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $27,336 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,785 | | Amount paid for insurance broker fees | 547 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 61763 |
| Policy instance | 1 |
| Insurance contract or identification number | 61763 | | Number of Individuals Covered | 290 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $3,661 | | Total amount of fees paid to insurance company | USD $24 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $28,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 24 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $3,661 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 61763 |
| Policy instance | 1 |
| Insurance contract or identification number | 61763 | | Number of Individuals Covered | 315 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $2,596 | | Total amount of fees paid to insurance company | USD $32 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $28,814 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,596 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 18 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 61763 |
| Policy instance | 1 |
| Insurance contract or identification number | 61763 | | Number of Individuals Covered | 312 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $2,506 | | Total amount of fees paid to insurance company | USD $37 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $27,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 37 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $2,506 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 241947 |
| Policy instance | 1 |
| Insurance contract or identification number | 241947 | | Number of Individuals Covered | 321 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $1,641 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $22,249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 241947 |
| Policy instance | 1 |
| Insurance contract or identification number | 241947 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $1,963 | | 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 $25,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,963 | | Insurance broker organization code? | 3 | | Insurance broker name | DANNY M. KNOTTS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0AQHW |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG0AQHW | | Number of Individuals Covered | 371 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $3,768 | | Total amount of fees paid to insurance company | USD $514 | | 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 $25,118 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,768 | | Amount paid for insurance broker fees | 514 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | DANNY M. KNOTTS |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0AQHW |
| Policy instance | 1 |
| Insurance contract or identification number | GLUG0AQHW | | Number of Individuals Covered | 343 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $3,273 | | 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 $21,823 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,273 | | Insurance broker organization code? | 3 | | Insurance broker name | DANNY M. KNOTTS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010094884000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010094884000 | | Number of Individuals Covered | 305 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $2,366 | | 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 $27,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,366 | | Insurance broker organization code? | 3 | | Insurance broker name | DANNY M. KNOTTS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 ) |
| Policy contract number | 000010094884 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010094884 | | Number of Individuals Covered | 333 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $13,682 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | 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: 65675 ) |
| Policy contract number | 000010094884 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010094884 | | Number of Individuals Covered | 391 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $2,395 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,670 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
