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KINGWOOD REUNION RESORT 401(K) PLAN 401k Plan overview

Plan NameKINGWOOD REUNION RESORT 401(K) PLAN
Plan identification number 001

KINGWOOD REUNION RESORT 401(K) 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KINGWOOD ORLANDO REUNION RESORT, LLC has sponsored the creation of one or more 401k plans.

Company Name:KINGWOOD ORLANDO REUNION RESORT, LLC
Employer identification number (EIN):832315866
NAIC Classification:424700

Additional information about KINGWOOD ORLANDO REUNION RESORT, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2018-08-01
Company Identification Number: L18000184448
Legal Registered Office Address: 7593 Gathering Drive

Kissimmee

34747

More information about KINGWOOD ORLANDO REUNION RESORT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINGWOOD REUNION RESORT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-06-14

Plan Statistics for KINGWOOD REUNION RESORT 401(K) PLAN

401k plan membership statisitcs for KINGWOOD REUNION RESORT 401(K) PLAN

Measure Date Value
2021: KINGWOOD REUNION RESORT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01293
Total number of active participants reported on line 7a of the Form 55002021-01-01244
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01326
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: KINGWOOD REUNION RESORT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01442
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01108
Total of all active and inactive participants2020-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01291
Number of participants with account balances2020-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2019: KINGWOOD REUNION RESORT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-14409
Total number of active participants reported on line 7a of the Form 55002019-06-14354
Number of retired or separated participants receiving benefits2019-06-141
Number of other retired or separated participants entitled to future benefits2019-06-1478
Total of all active and inactive participants2019-06-14433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-141
Total participants2019-06-14434
Number of participants with account balances2019-06-14292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-1437

Financial Data on KINGWOOD REUNION RESORT 401(K) PLAN

Measure Date Value
2022 : KINGWOOD REUNION RESORT 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$91,060
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$470,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$433,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$679,379
Value of total assets at end of year2022-12-31$3,546,344
Value of total assets at beginning of year2022-12-31$3,926,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,602
Total interest from all sources2022-12-31$8,293
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,605
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$452,438
Participant contributions at end of year2022-12-31$65,005
Participant contributions at beginning of year2022-12-31$29,591
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,370
Other income not declared elsewhere2022-12-31$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-379,688
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,546,344
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,926,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$941
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,133,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,241,687
Interest on participant loans2022-12-31$1,731
Interest earned on other investments2022-12-31$6,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$347,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$654,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-607,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$167,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$433,146
Contract administrator fees2022-12-31$36,661
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : KINGWOOD REUNION RESORT 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$897,948
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$862,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$808,376
Expenses. Certain deemed distributions of participant loans2021-12-31$16,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$393,714
Value of total assets at end of year2021-12-31$3,926,032
Value of total assets at beginning of year2021-12-31$3,890,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,666
Total interest from all sources2021-12-31$58,067
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$12,657
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$285,379
Participant contributions at end of year2021-12-31$29,591
Participant contributions at beginning of year2021-12-31$64,966
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$35,219
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,926,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,890,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,241,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,402,633
Interest on participant loans2021-12-31$2,160
Interest earned on other investments2021-12-31$55,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$654,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$423,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$433,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$96,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$808,376
Contract administrator fees2021-12-31$37,666
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : KINGWOOD REUNION RESORT 401(K) 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$782,591
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$759,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$723,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$320,517
Value of total assets at end of year2020-12-31$3,890,813
Value of total assets at beginning of year2020-12-31$3,867,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,169
Total interest from all sources2020-12-31$47,091
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$4,197
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$237,009
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,215
Assets. Loans (other than to participants) at end of year2020-12-31$64,966
Assets. Loans (other than to participants) at beginning of year2020-12-31$56,028
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$23,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,890,813
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,867,460
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$3,402,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,519,543
Interest on participant loans2020-12-31$2,058
Interest earned on other investments2020-12-31$45,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$423,214
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$291,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$410,786
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$78,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$723,069
Contract administrator fees2020-12-31$36,169
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 name2020-12-31CARR RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : KINGWOOD REUNION RESORT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$4,028,123
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$160,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,860
Expenses. Certain deemed distributions of participant loans2019-12-31$30,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,078
Value of total assets at end of year2019-12-31$3,867,460
Value of total assets at beginning of year2019-12-31$49
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,003
Total interest from all sources2019-12-31$18,106
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,847
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,847
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$183,076
Assets. Loans (other than to participants) at end of year2019-12-31$56,028
Assets. Loans (other than to participants) at beginning of year2019-12-31$49
Other income not declared elsewhere2019-12-31$3,534,138
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$3,867,411
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,867,460
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$49
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$3,519,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,524
Interest earned on other investments2019-12-31$15,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$291,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$230,954
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$60,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$119,860
Contract administrator fees2019-12-31$10,003
Did the plan have assets held for investment2019-12-31No
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

Form 5500 Responses for KINGWOOD REUNION RESORT 401(K) PLAN

2021: KINGWOOD REUNION RESORT 401(K) 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 filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KINGWOOD REUNION RESORT 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KINGWOOD REUNION RESORT 401(K) PLAN 2019 form 5500 responses
2019-06-14Type of plan entitySingle employer plan
2019-06-14First time form 5500 has been submittedYes
2019-06-14Submission has been amendedNo
2019-06-14This submission is the final filingNo
2019-06-14This return/report is a short plan year return/report (less than 12 months)Yes
2019-06-14Plan is a collectively bargained planNo
2019-06-14Plan funding arrangement – InsuranceYes
2019-06-14Plan funding arrangement – TrustYes
2019-06-14Plan benefit arrangement – InsuranceYes
2019-06-14Plan 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 number895981*087
Policy instance 1
Insurance contract or identification number895981*087
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $117
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
Commission paid to Insurance BrokerUSD $117
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895982-087
Policy instance 2
Insurance contract or identification number895982-087
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number895981*087
Policy instance 1
Insurance contract or identification number895981*087
Number of Individuals Covered3
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $666
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
Commission paid to Insurance BrokerUSD $666
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895982-087
Policy instance 2
Insurance contract or identification number895982-087
Number of Individuals Covered35
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number895981*087
Policy instance 1
Insurance contract or identification number895981*087
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $508
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
Commission paid to Insurance BrokerUSD $508
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895982-087
Policy instance 2
Insurance contract or identification number895982-087
Number of Individuals Covered30
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 number89598100087
Policy instance 1
Insurance contract or identification number89598100087
Number of Individuals Covered1
Insurance policy start date2019-06-14
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberKORR-001
Policy instance 2
Insurance contract or identification numberKORR-001
Number of Individuals Covered43
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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