LINCOLN BANCORP

3254 KIMBALL AVE
WATERLOO, IA 50702

Business Stats

Policy History

Term Carrier Premium LCM
2022

2.037
(Current: 2.040)
2022

1.750
2022

1.362
2022

1.645
2022

-
2022

1.235
2022

1.296
2022

1.414
2022

1.638
2022

-
2021

1.414
2021

1.681
2019

-

Contacts

RUQE ILHTDYBZ
Benefits Admin
(640) 752-5290
c14e6

YHVUG RGDKSJJ
Benefits Admin
(740) 198-8707
538

HOYO UWQXUFKS
Benefits Admin
(994) 940-3604
a66

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 18,682,732 $ 99,989,993 $ 82,722,698 $ 19,278,972 $ 70,700,463 $ 30,402,299 $ 74,852,591 $ 53,262,173 $ 14,683,948 $ 46,252,399 $ 56,462,944 $ 68,874,037
Liabilities: $ 5,264,055 $ 7,899,670 $ 5,436,485 $ 1,796,198 $ 3,961,863 $ 6,186,153 $ 215,985 $ 801,691 $ 3,522,229 $ 9,852,335 $ 5,346,764 $ 8,305,354
EE Contrib: $ 0 $ 8 $ 4 $ 887 $ 4
Emp Contrib: $ 1,465,260 $ 6,994,048 $ 5,717,325 $ 806,683 $ 728,516 $ 123,693 $ 56,643 $ 489,092 $ 374,221 $ 788,185 $ 544,105 $ 639,969
Income/Loss: $ 0 $ 0 $ 910 $ 4 $ 59 $ 39 $ 15 $ 20 $ 8
Total Income: $ 3,866,423 $ 3,221,684 $ 4,333,328 $ 8,619,275 $ 1,534,900 $ 1,899,263 $ 1,634,006 $ 8,024,589 $ 1,151,699 $ 4,673,616 $ 377,969 $ 265,336
Paid Benefits: $ 505,409 $ 2,939,070 $ 951,266 $ 5,759,167 $ 7,523,428 $ 37,225 $ 6,772 $ 3,192,103 $ 2,966,201 $ 789,297 $ 169,233 $ 905,527
Expenses: $ 212,875 $ 510,737 $ 734,097 $ 500,481 $ 325,256 $ 814,745 $ 532,289 $ 69,000 $ 62,217 $ 7,899 $ 76,735 $ 7,140
  Commission: $ 0 $ 9 $ 60 $ 92 $ 880 $ 8 $ 12 $ 571
Net Income: $ 3,148,139($ 859,027) $ 1,902,310 $ 91,081 $ 383,921 $ 8,973,619 $ 681,009 $ 869,026 $ 417,169 $ 898,285($ 965,468) $ 745,590
Net Assets: $ 21,830,871 $ 91,396,476 $ 54,339,437 $ 65,222,191 $ 67,327,798 $ 72,017,561 $ 2,064,924 $ 94,488,014 $ 88,398,443 $ 10,656,679 $ 70,265,854 $ 35,059,023

Participants

202120202019201820172016201520142013201220112010
Total Participants:428789797520255696946390983940519850
Active Part.:355014253309732737864904822644250066
Retired Part.:52474884326139
Deceased Part.:197b3bd8fdb49a54dabab

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2I - Stock bonus

    2P - Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.

    3H - Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

Health Benefits

Financials

2020201920142013
BOY Assets: $ 0 $ 45 $ 0 $ 31
Liabilities: $ 0 $ 1 $ 5
EE Contrib: $ 0 $ 4
Emp Contrib: $ 0
Income/Loss: $ 0 $ 4 $ 2
Total Income: $ 0 $ 5 $ 8
Paid Benefits: $ 0 $ 5 $ 2
Expenses: $ 0 $ 48 $ 58 $ 9
  Commission: $ 0 $ 83
Net Income: $ 0 $ 1 $ 7 $ 9
Net Assets: $ 0 $ 72 $ 4 $ 79

Participants

2020201920142013
Total Participants:217933445578
Active Part.:217228918442
Retired Part.:785a
Deceased Part.:7b4bfd

Insurance

KFQLSARQMWNFHRKL QVTIEMWVB TYOJMUV
Renewal:12-31-2020
Covered:217
  1. Vision

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 23,078
Commission11.58% $ 2,673
Fees1.01% $ 232
Brokers
ALRIJQSG & XFZZDB SPJQJUAVN, ZHL.
Renewal:12-31-2020
Covered:300
  1. EMPLOYEE ASSISTANCE PROGRAM

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 5,700
Commission0% $ 0
Fees0% $ 0

Providers

No Providers

Features

    4A - Health (other than vision or dental).

    4B - Life insurance.

    4D - Dental.

    4E - Vision.

    4F - Temporary disability (accident and sickness).

    4H - Long-term disability.

    4Q - Other.