HEIN & ASSOCIATES LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN
401k plan membership statisitcs for HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN
Measure | Date | Value |
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2017: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 282 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 263 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 263 |
2016: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 288 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 282 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 282 |
2015: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 266 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 288 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 288 |
2014: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 266 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 266 |
2013: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 241 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 262 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 262 |
2012: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 228 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 241 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 241 |
2011: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 216 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 228 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 228 |
2010: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 217 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 216 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 216 |
2009: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 229 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 217 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 217 |
2007: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2007 401k membership |
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Total participants, beginning-of-year | 2007-07-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-07-01 | 229 |
Number of retired or separated participants receiving benefits | 2007-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-07-01 | 0 |
Total of all active and inactive participants | 2007-07-01 | 229 |
2006: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2006 401k membership |
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Total participants, beginning-of-year | 2006-07-01 | 167 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-07-01 | 223 |
Number of retired or separated participants receiving benefits | 2006-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-07-01 | 0 |
Total of all active and inactive participants | 2006-07-01 | 223 |
2005: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2005 401k membership |
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Total participants, beginning-of-year | 2005-07-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-07-01 | 167 |
Number of retired or separated participants receiving benefits | 2005-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-07-01 | 0 |
Total of all active and inactive participants | 2005-07-01 | 167 |
2003: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2003 401k membership |
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Total participants, beginning-of-year | 2003-07-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-07-01 | 127 |
Number of retired or separated participants receiving benefits | 2003-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2003-07-01 | 0 |
Total of all active and inactive participants | 2003-07-01 | 127 |
2002: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2002 401k membership |
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Total participants, beginning-of-year | 2002-09-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2002-09-01 | 131 |
Number of retired or separated participants receiving benefits | 2002-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2002-09-01 | 0 |
Total of all active and inactive participants | 2002-09-01 | 131 |
2001: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2001 401k membership |
---|
Total participants, beginning-of-year | 2001-11-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2001-11-01 | 128 |
Number of retired or separated participants receiving benefits | 2001-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2001-11-01 | 0 |
Total of all active and inactive participants | 2001-11-01 | 128 |
2000: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2000 401k membership |
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Total participants, beginning-of-year | 2000-03-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2000-03-01 | 136 |
Number of retired or separated participants receiving benefits | 2000-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2000-03-01 | 0 |
Total of all active and inactive participants | 2000-03-01 | 136 |
1999: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 1999 401k membership |
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Total participants, beginning-of-year | 1999-03-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 1999-03-01 | 109 |
Number of retired or separated participants receiving benefits | 1999-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 1999-03-01 | 0 |
Total of all active and inactive participants | 1999-03-01 | 109 |
2017: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2016: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2015: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2014: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2013: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2012: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2011: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2010: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2009: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2007: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2007 form 5500 responses |
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2007-07-01 | Type of plan entity | Single employer plan |
2007-07-01 | Submission has been amended | Yes |
2007-07-01 | This submission is the final filing | No |
2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-07-01 | Plan is a collectively bargained plan | No |
2007-07-01 | Plan funding arrangement – Insurance | Yes |
2007-07-01 | Plan benefit arrangement – Insurance | Yes |
2006: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2006 form 5500 responses |
---|
2006-07-01 | Type of plan entity | Single employer plan |
2006-07-01 | Submission has been amended | Yes |
2006-07-01 | This submission is the final filing | No |
2006-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-07-01 | Plan is a collectively bargained plan | No |
2006-07-01 | Plan funding arrangement – Insurance | Yes |
2006-07-01 | Plan benefit arrangement – Insurance | Yes |
2005: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2005 form 5500 responses |
---|
2005-07-01 | Type of plan entity | Single employer plan |
2005-07-01 | Submission has been amended | Yes |
2005-07-01 | This submission is the final filing | No |
2005-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-07-01 | Plan is a collectively bargained plan | No |
2005-07-01 | Plan funding arrangement – Insurance | Yes |
2005-07-01 | Plan benefit arrangement – Insurance | Yes |
2003: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2003 form 5500 responses |
---|
2003-07-01 | Type of plan entity | Single employer plan |
2003-07-01 | Submission has been amended | Yes |
2003-07-01 | This submission is the final filing | No |
2003-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-07-01 | Plan is a collectively bargained plan | No |
2003-07-01 | Plan funding arrangement – Insurance | Yes |
2003-07-01 | Plan benefit arrangement – Insurance | Yes |
2002: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2002 form 5500 responses |
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2002-09-01 | Type of plan entity | Single employer plan |
2002-09-01 | Submission has been amended | Yes |
2002-09-01 | This submission is the final filing | No |
2002-09-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2002-09-01 | Plan is a collectively bargained plan | No |
2002-09-01 | Plan funding arrangement – Insurance | Yes |
2002-09-01 | Plan benefit arrangement – Insurance | Yes |
2001: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2001 form 5500 responses |
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2001-11-01 | Type of plan entity | Single employer plan |
2001-11-01 | Submission has been amended | Yes |
2001-11-01 | This submission is the final filing | No |
2001-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2001-11-01 | Plan is a collectively bargained plan | No |
2001-11-01 | Plan funding arrangement – Insurance | Yes |
2001-11-01 | Plan benefit arrangement – Insurance | Yes |
2000: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 2000 form 5500 responses |
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2000-03-01 | Type of plan entity | Single employer plan |
2000-03-01 | Submission has been amended | Yes |
2000-03-01 | This submission is the final filing | No |
2000-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2000-03-01 | Plan is a collectively bargained plan | No |
2000-03-01 | Plan funding arrangement – Insurance | Yes |
2000-03-01 | Plan benefit arrangement – Insurance | Yes |
1999: HEIN & ASSOCIATES LLP EMPLOYEE LONG TERM DISABILITY PLAN 1999 form 5500 responses |
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1999-03-01 | Type of plan entity | Single employer plan |
1999-03-01 | Submission has been amended | Yes |
1999-03-01 | This submission is the final filing | No |
1999-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
1999-03-01 | Plan is a collectively bargained plan | No |
1999-03-01 | Plan funding arrangement – Insurance | Yes |
1999-03-01 | Plan benefit arrangement – Insurance | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1003870400000 |
Policy instance | 1 |
Insurance contract or identification number | 1003870400000 | Number of Individuals Covered | 263 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2017-11-30 | Total amount of commissions paid to insurance broker | USD $6,093 | Total amount of fees paid to insurance company | USD $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 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $40,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,093 | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1003870400000 |
Policy instance | 1 |
Insurance contract or identification number | 1003870400000 | Number of Individuals Covered | 288 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $14,523 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $96,820 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,523 | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1003870400000 |
Policy instance | 1 |
Insurance contract or identification number | 1003870400000 | Number of Individuals Covered | 266 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $11,454 | Total amount of fees paid to insurance company | USD $3,592 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $76,358 | Commission paid to Insurance Broker | USD $11,454 | Amount paid for insurance broker fees | 3592 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1003870400000 |
Policy instance | 1 |
Insurance contract or identification number | 1003870400000 | Number of Individuals Covered | 262 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $11,609 | Total amount of fees paid to insurance company | USD $537 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $77,395 | Commission paid to Insurance Broker | USD $11,609 | Amount paid for insurance broker fees | 537 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 1003870400000 |
Policy instance | 1 |
Insurance contract or identification number | 1003870400000 | Number of Individuals Covered | 241 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $8,131 | Total amount of fees paid to insurance company | USD $2,394 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $54,207 | Commission paid to Insurance Broker | USD $8,131 | Amount paid for insurance broker fees | 2394 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | COBIZ INSURANCE |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 10038704 |
Policy instance | 1 |
Insurance contract or identification number | 10038704 | Number of Individuals Covered | 228 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $7,798 | Total amount of fees paid to insurance company | USD $1,587 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $51,984 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 10038704 |
Policy instance | 1 |
Insurance contract or identification number | 10038704 | Number of Individuals Covered | 216 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $7,631 | 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 | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | 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 $50,870 |
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