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

VHIP LVGRTCLQ
Benefits Admin
(360) 489-4109
1 ca

XTSJU OULCNVO
Benefits Admin
(735) 936-0354
1f1b

CIRM DXHPMXKZ
Benefits Admin
(174) 446-1025
acf

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 18,682,732 $ 98,047,993 $ 83,567,335 $ 89,413,041 $ 36,455,931 $ 94,911,652 $ 9,490,330 $ 36,893,017 $ 31,349,241 $ 24,675,203 $ 22,635,141 $ 46,035,070
Liabilities: $ 5,264,055 $ 3,944,483 $ 8,711,417 $ 7,596,388 $ 1,444,474 $ 710,493 $ 6,219,673 $ 4,928,864 $ 998,663 $ 6,031,696 $ 826,044 $ 7,920,773
EE Contrib: $ 0 $ 4 $ 1 $ 1 $ 7
Emp Contrib: $ 1,465,260 $ 6,145,864 $ 8,078,166 $ 995,852 $ 626,763 $ 578,020 $ 5,010 $ 772,777 $ 492,587 $ 688,325 $ 342,337 $ 770,289
Income/Loss: $ 0 $ 919 $ 25 $ 5 $ 29 $ 5 $ 5 $ 24
Total Income: $ 3,866,423 $ 9,567,994 $ 4,832,013 $ 8,287,993 $ 8,538,051 $ 5,463,268 $ 6,103,213 $ 7,328,314 $ 3,435,758 $ 1,123,840 $ 746,288 $ 85,098
Paid Benefits: $ 505,409 $ 5,469,080 $ 779,357 $ 1,257,348 $ 8,518,105 $ 160,713 $ 583,691 $ 9,106,851 $ 4,990,711 $ 256,146 $ 410,101 $ 704,291
Expenses: $ 212,875 $ 747,853 $ 144,068 $ 869,372 $ 329,700 $ 224,274 $ 374,924 $ 10,396 $ 24,448 $ 65,074 $ 55,336 $ 12,142
  Commission: $ 0 $ 93 $ 858 $ 84 $ 24 $ 8 $ 200 $ 56 $ 198
Net Income: $ 3,148,139($ 261,384) $ 1,755,916 $ 788,327 $ 401,312 $ 8,288,196 $ 369,903 $ 728,990 $ 822,610 $ 310,164($ 486,970) $ 67,751
Net Assets: $ 21,830,871 $ 63,760,558 $ 99,355,715 $ 15,803,766 $ 13,550,572 $ 95,319,171 $ 96,215,570 $ 14,552,569 $ 6,698,852 $ 72,220,404 $ 64,298,875 $ 20,398,863

Participants

202120202019201820172016201520142013201220112010
Total Participants:428938629765598706351623811134756825
Active Part.:355140974591917301932242329992025112
Retired Part.:52890986267091
Deceased Part.:150b37736035 28045b53

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 $ 97 $ 345 $ 9
Liabilities: $ 0 $ 4 $ 0 $ 9
EE Contrib: $ 0
Emp Contrib: $ 0 $ 0 $ 32
Income/Loss: $ 0 $ 2 $ 31 $ 2
Total Income: $ 0 $ 5 $ 7
Paid Benefits: $ 0 $ 8
Expenses: $ 0 $ 5 $ 4
  Commission: $ 0 $ 9 $ 953
Net Income: $ 0 $ 57
Net Assets: $ 0 $ 7

Participants

2020201920142013
Total Participants:217757710044
Active Part.:217970813937
Retired Part.:6c 3b
Deceased Part.:7af59

Insurance

ITZRVBKQPEEBNIWK UBSABKGMQ NLBOIPB
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
AUDYPAPQ & MKJZOC OJSQKDUBN, GNE.
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.