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TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN
Plan identification number 001

TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 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.
  • 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

TWC OPS, LLC has sponsored the creation of one or more 401k plans.

Company Name:TWC OPS, LLC
Employer identification number (EIN):822905050
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01GREGORY PRICE2022-01-14
0012020-01-01KIMBERLY ST. CLAIR DAVIS2021-10-15
0012019-01-01GREG PRICE2020-10-15
0012018-04-05ADAM SIMMS2019-10-15

Plan Statistics for TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2021: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01223
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01204
Total number of active participants reported on line 7a of the Form 55002020-01-01182
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01223
Number of participants with account balances2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01147
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01204
Number of participants with account balances2019-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-05146
Total number of active participants reported on line 7a of the Form 55002018-04-05109
Number of retired or separated participants receiving benefits2018-04-050
Number of other retired or separated participants entitled to future benefits2018-04-0516
Total of all active and inactive participants2018-04-05125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-050
Total participants2018-04-05125
Number of participants with account balances2018-04-05114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-050

Financial Data on TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-18$0
Total transfer of assets from this plan2021-06-18$4,851,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-18$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-18$0
Total income from all sources (including contributions)2021-06-18$218,229
Total loss/gain on sale of assets2021-06-18$0
Total of all expenses incurred2021-06-18$101,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-18$97,112
Expenses. Certain deemed distributions of participant loans2021-06-18$-1,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-18$129,981
Value of total assets at end of year2021-06-18$0
Value of total assets at beginning of year2021-06-18$4,733,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-18$5,193
Total interest from all sources2021-06-18$-17,640
Total dividends received (eg from common stock, registered investment company shares)2021-06-18$10,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-18Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-18$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-18$10,994
Was this plan covered by a fidelity bond2021-06-18Yes
Value of fidelity bond cover2021-06-18$500,000
If this is an individual account plan, was there a blackout period2021-06-18No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-18$0
Were there any nonexempt tranactions with any party-in-interest2021-06-18No
Contributions received from participants2021-06-18$129,981
Participant contributions at end of year2021-06-18$0
Participant contributions at beginning of year2021-06-18$28,025
Participant contributions at end of year2021-06-18$0
Participant contributions at beginning of year2021-06-18$37,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-18No
Value of net income/loss2021-06-18$117,133
Value of net assets at end of year (total assets less liabilities)2021-06-18$0
Value of net assets at beginning of year (total assets less liabilities)2021-06-18$4,733,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-18No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-18No
Were any leases to which the plan was party in default or uncollectible2021-06-18No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-18$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-18$3,889,227
Interest on participant loans2021-06-18$371
Interest earned on other investments2021-06-18$-18,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-18$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-18$779,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-18$94,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-18No
Was there a failure to transmit to the plan any participant contributions2021-06-18No
Has the plan failed to provide any benefit when due under the plan2021-06-18No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-18$97,112
Contract administrator fees2021-06-18$5,193
Did the plan have assets held for investment2021-06-18No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-18No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-18Yes
Opinion of an independent qualified public accountant for this plan2021-06-18Disclaimer
Accountancy firm name2021-06-18DIXON HUGHES GOODMAN
Accountancy firm EIN2021-06-18560747981
2020 : TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,012,400
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$371,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$349,074
Expenses. Certain deemed distributions of participant loans2020-12-31$1,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$628,533
Value of total assets at end of year2020-12-31$4,733,914
Value of total assets at beginning of year2020-12-31$4,093,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,659
Total interest from all sources2020-12-31$-19,109
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,623
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$103,623
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$476,218
Participant contributions at end of year2020-12-31$28,025
Participant contributions at beginning of year2020-12-31$17,248
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,782
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$58,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$640,458
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,733,914
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,093,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,889,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,335,099
Interest on participant loans2020-12-31$1,066
Interest earned on other investments2020-12-31$-20,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$779,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$701,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$299,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,664
Employer contributions (assets) at end of year2020-12-31$37,094
Employer contributions (assets) at beginning of year2020-12-31$37,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$349,074
Contract administrator fees2020-12-31$21,659
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2020-12-31560747981
2019 : TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,994,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$868,124
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$396,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$383,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$587,262
Value of total assets at end of year2019-12-31$4,093,456
Value of total assets at beginning of year2019-12-31$627,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,033
Total interest from all sources2019-12-31$37,302
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$74,119
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$74,119
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$448,521
Participant contributions at end of year2019-12-31$17,248
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$2,782
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$471,487
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,093,456
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$627,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,335,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$478,345
Interest on participant loans2019-12-31$319
Interest earned on other investments2019-12-31$36,983
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$701,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$116,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$169,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$102,058
Employer contributions (assets) at end of year2019-12-31$37,278
Employer contributions (assets) at beginning of year2019-12-31$33,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$383,604
Contract administrator fees2019-12-31$13,033
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2019-12-31560747981
2018 : TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$631,190
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$657,244
Value of total assets at end of year2018-12-31$627,581
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,128
Total interest from all sources2018-12-31$1,192
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$13,879
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$13,879
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$250,779
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$317,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$627,581
Value of net assets at end of year (total assets less liabilities)2018-12-31$627,581
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$478,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$1,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$116,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-41,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$89,143
Employer contributions (assets) at end of year2018-12-31$33,088
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$481
Contract administrator fees2018-12-31$3,128
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318

Form 5500 Responses for TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN

2021: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TWC DEALERSHIP HOLDINGS, LLC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-04-05Type of plan entitySingle employer plan
2018-04-05First time form 5500 has been submittedYes
2018-04-05Submission has been amendedNo
2018-04-05This submission is the final filingNo
2018-04-05This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-05Plan is a collectively bargained planNo
2018-04-05Plan funding arrangement – TrustYes
2018-04-05Plan benefit arrangement – InsuranceYes
2018-04-05Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTWC-001
Policy instance 1
Insurance contract or identification numberTWC-001
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-06-18
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTWC-001
Policy instance 1
Insurance contract or identification numberTWC-001
Number of Individuals Covered162
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?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?Yes
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
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 numberTWC-001
Policy instance 1
Insurance contract or identification numberTWC-001
Number of Individuals Covered192
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?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?Yes
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
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 numberTWC-001
Policy instance 1
Insurance contract or identification numberTWC-001
Number of Individuals Covered114
Insurance policy start date2018-04-05
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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