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MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST
Plan identification number 002

MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

MURRAY D. FISCHER, APC has sponsored the creation of one or more 401k plans.

Company Name:MURRAY D. FISCHER, APC
Employer identification number (EIN):953508397
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01MURRAY FISCHER2023-04-07 MURRAY FISCHER2023-04-07
0022020-07-01MURRAY FISCHER2022-04-13 MURRAY FISCHER2022-04-13
0022019-07-01MURRAY FISCHER2021-04-09 MURRAY FISCHER2021-04-09
0022018-07-01MURRAY FISCHER2020-04-14 MURRAY FISCHER2020-04-14
0022017-07-01MURRAY FISCHER2019-03-27 MURRAY FISCHER2019-03-27
0022016-07-01
0022016-07-01MURRAY FISCHER2018-06-30
0022015-07-01
0022015-07-01MURRAY FISCHER2017-07-17
0022014-07-01
0022013-07-01
0022012-07-01MURRAY FISCHER
0022011-07-01MURRAY FISCHER
0022009-07-01MURRAY FISCHER

Plan Statistics for MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-011
Total number of active participants reported on line 7a of the Form 55002021-07-012
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-012
Number of participants with account balances2021-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-011
Total number of active participants reported on line 7a of the Form 55002020-07-011
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-011
Number of participants with account balances2020-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-012
Total number of active participants reported on line 7a of the Form 55002019-07-012
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012
Number of participants with account balances2019-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-012
Total number of active participants reported on line 7a of the Form 55002018-07-012
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-012
Number of participants with account balances2018-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-012
Total number of active participants reported on line 7a of the Form 55002017-07-012
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-012
Number of participants with account balances2017-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-012
Total number of active participants reported on line 7a of the Form 55002016-07-012
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-012
Number of participants with account balances2016-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-012
Total number of active participants reported on line 7a of the Form 55002015-07-012
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-012
Number of participants with account balances2015-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-012
Total number of active participants reported on line 7a of the Form 55002014-07-012
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-012
Number of participants with account balances2014-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-011
Total number of active participants reported on line 7a of the Form 55002013-07-012
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-012
Number of participants with account balances2013-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-012
Total number of active participants reported on line 7a of the Form 55002012-07-011
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-011
Number of participants with account balances2012-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-010
Total of all active and inactive participants2011-07-010
Total participants2011-07-010
2009: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-010
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-012
Number of participants with account balances2009-07-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-06-30$0
Total plan liabilities at beginning of year2022-06-30$0
Total income from all sources2022-06-30$-181,196
Expenses. Total of all expenses incurred2022-06-30$240,496
Benefits paid (including direct rollovers)2022-06-30$186,809
Total plan assets at end of year2022-06-30$4,399,126
Total plan assets at beginning of year2022-06-30$4,820,818
Value of fidelity bond covering the plan2022-06-30$500,000
Other income received2022-06-30$-251,196
Net income (gross income less expenses)2022-06-30$-421,692
Net plan assets at end of year (total assets less liabilities)2022-06-30$4,399,126
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$4,820,818
Total contributions received or receivable from employer(s)2022-06-30$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$53,687
2021 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total plan liabilities at beginning of year2021-06-30$0
Total income from all sources2021-06-30$1,223,798
Expenses. Total of all expenses incurred2021-06-30$119,972
Benefits paid (including direct rollovers)2021-06-30$74,228
Total plan assets at end of year2021-06-30$4,820,818
Total plan assets at beginning of year2021-06-30$3,716,992
Value of fidelity bond covering the plan2021-06-30$400,000
Other income received2021-06-30$1,167,758
Net income (gross income less expenses)2021-06-30$1,103,826
Net plan assets at end of year (total assets less liabilities)2021-06-30$4,820,818
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$3,716,992
Total contributions received or receivable from employer(s)2021-06-30$56,040
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$45,744
2020 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-06-30$0
Total plan liabilities at beginning of year2020-06-30$0
Total income from all sources2020-06-30$84,115
Expenses. Total of all expenses incurred2020-06-30$38,757
Total plan assets at end of year2020-06-30$3,716,992
Total plan assets at beginning of year2020-06-30$3,671,634
Value of fidelity bond covering the plan2020-06-30$400,000
Other income received2020-06-30$18,155
Net income (gross income less expenses)2020-06-30$45,358
Net plan assets at end of year (total assets less liabilities)2020-06-30$3,716,992
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$3,671,634
Total contributions received or receivable from employer(s)2020-06-30$65,960
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$38,757
2019 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-06-30$0
Total plan liabilities at beginning of year2019-06-30$0
Total income from all sources2019-06-30$627,807
Expenses. Total of all expenses incurred2019-06-30$169,934
Benefits paid (including direct rollovers)2019-06-30$134,583
Total plan assets at end of year2019-06-30$3,671,634
Total plan assets at beginning of year2019-06-30$3,213,761
Value of fidelity bond covering the plan2019-06-30$400,000
Expenses. Other expenses not covered elsewhere2019-06-30$35,351
Other income received2019-06-30$562,847
Net income (gross income less expenses)2019-06-30$457,873
Net plan assets at end of year (total assets less liabilities)2019-06-30$3,671,634
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$3,213,761
Total contributions received or receivable from employer(s)2019-06-30$64,960
2017 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$284,689
Expenses. Total of all expenses incurred2017-06-30$155,156
Benefits paid (including direct rollovers)2017-06-30$124,136
Total plan assets at end of year2017-06-30$2,994,671
Total plan assets at beginning of year2017-06-30$2,865,138
Value of fidelity bond covering the plan2017-06-30$300,000
Other income received2017-06-30$221,729
Net income (gross income less expenses)2017-06-30$129,533
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,994,671
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,865,138
Total contributions received or receivable from employer(s)2017-06-30$62,960
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$31,020
2016 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$196,406
Expenses. Total of all expenses incurred2016-06-30$146,485
Benefits paid (including direct rollovers)2016-06-30$114,387
Total plan assets at end of year2016-06-30$2,865,138
Total plan assets at beginning of year2016-06-30$2,815,217
Value of fidelity bond covering the plan2016-06-30$350,000
Other income received2016-06-30$133,031
Net income (gross income less expenses)2016-06-30$49,921
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,865,138
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,815,217
Total contributions received or receivable from employer(s)2016-06-30$63,375
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$32,098
2015 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$116,588
Expenses. Total of all expenses incurred2015-06-30$129,963
Benefits paid (including direct rollovers)2015-06-30$99,440
Total plan assets at end of year2015-06-30$2,815,217
Total plan assets at beginning of year2015-06-30$2,828,592
Value of fidelity bond covering the plan2015-06-30$300,000
Other income received2015-06-30$64,588
Net income (gross income less expenses)2015-06-30$-13,375
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,815,217
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,828,592
Total contributions received or receivable from employer(s)2015-06-30$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$30,523
2014 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-06-30$0
Total plan liabilities at beginning of year2014-06-30$0
Total income from all sources2014-06-30$370,494
Expenses. Total of all expenses incurred2014-06-30$87,544
Benefits paid (including direct rollovers)2014-06-30$87,544
Total plan assets at end of year2014-06-30$2,828,592
Total plan assets at beginning of year2014-06-30$2,545,642
Value of fidelity bond covering the plan2014-06-30$300,000
Other income received2014-06-30$350,494
Net income (gross income less expenses)2014-06-30$282,950
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,828,592
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,545,642
Total contributions received or receivable from employer(s)2014-06-30$20,000
2013 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$250,059
Expenses. Total of all expenses incurred2013-06-30$109,390
Benefits paid (including direct rollovers)2013-06-30$109,390
Total plan assets at end of year2013-06-30$2,545,642
Total plan assets at beginning of year2013-06-30$2,404,973
Value of fidelity bond covering the plan2013-06-30$300,000
Other income received2013-06-30$200,059
Net income (gross income less expenses)2013-06-30$140,669
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,545,642
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$2,404,973
Total contributions received or receivable from employer(s)2013-06-30$50,000
2012 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$160,959
Total plan assets at end of year2012-06-30$2,427,576
Total plan assets at beginning of year2012-06-30$2,266,617
Value of fidelity bond covering the plan2012-06-30$300,000
Other income received2012-06-30$135,959
Net income (gross income less expenses)2012-06-30$160,959
Net plan assets at end of year (total assets less liabilities)2012-06-30$2,427,576
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$2,266,617
Total contributions received or receivable from employer(s)2012-06-30$25,000
2011 : MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$160,958
Total plan assets at end of year2011-06-30$2,427,575
Total plan assets at beginning of year2011-06-30$2,266,617
Value of fidelity bond covering the plan2011-06-30$300,000
Other income received2011-06-30$135,958
Net income (gross income less expenses)2011-06-30$160,958
Net plan assets at end of year (total assets less liabilities)2011-06-30$2,427,575
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$2,266,617
Total contributions received or receivable from employer(s)2011-06-30$25,000

Form 5500 Responses for MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST

2021: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: MURRAY D. FISCHER, APC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2021-06-30
Insurance policy end date2022-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2021-06-30
Insurance policy end date2022-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered1
Insurance policy start date2020-06-30
Insurance policy end date2021-06-30
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered1
Insurance policy start date2020-06-30
Insurance policy end date2021-06-30
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Contracts With Unallocated Funds Deposit Administration1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2015-06-30
Insurance policy end date2016-06-30
Contracts With Unallocated Funds Deposit Administration1
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 number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2015-06-30
Insurance policy end date2016-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2014-06-30
Insurance policy end date2015-06-30
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 number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2014-06-30
Insurance policy end date2015-06-30
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2013-06-30
Insurance policy end date2014-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2013-06-30
Insurance policy end date2014-06-30
Contracts With Unallocated Funds Deposit Administration1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered1
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered1
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberU01061593
Policy instance 2
Insurance contract or identification numberU01061593
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number634080
Policy instance 1
Insurance contract or identification number634080
Number of Individuals Covered2
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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