LINCOLN BANCORP

3254 KIMBALL AVE
WATERLOO, IA 50702

Business Stats

County
FEIN
Bureau ID
Renewal Mod
PEO
Employees
Sales
OSHA Violations
OSHA Penalty Amount
Drivers
Power Units
Auto Carrier

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

JRPL RPUSJDFI
Benefits Admin
(643) 317-5871
65f32
NGQOG TMPKFUH
Benefits Admin
(525) 035-5714
b11b5
YSDN VWNPFJAW
Benefits Admin
(871) 344-8618
af6

Industry Classification

Industry
Class
 Banks and Trust Companies--All Employees, Salespersons, Drivers & Clerical
Loss Cost
NAICS
 Offices of Bank Holding Companies
SIC
 Bank Holding Companies
Related GL Codes* 61226
Buildings or Premises--Office--Other Than Not-For-Profit
Related Class Codes*
Related SIC Codes*

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 12,630,085 $ 2,660,327 $ 9,650,059 $ 6,118,716 $ 6,556,568 $ 6,473,166 $ 5,043,845 $ 218,603 $ 9,616,098 $ 5,875,800 $ 406 $ 4,273,343
Liabilities: $ 572 $ 17,094 $ 24,714 $ 8 $ 71 $ 90 $ 467 $ 72
EE Contrib: $ 1,952,104 $ 484,310 $ 9,608,556 $ 8,559,066 $ 210,611 $ 501,130 $ 693,728 $ 678,374 $ 256,964 $ 727,468 $ 911,167 $ 294,513
Emp Contrib: $ 514,705 $ 822,217 $ 61 $ 6 $ 313 $ 85 $ 1 $ 81 $ 1
Income/Loss: $ 1,954,151 $ 8,314,025 $ 6,453,138($ 121,355) $ 24,263 $ 890,579($ 44,247) $ 28,195 $ 320,407 $ 797,991($ 58,411) $ 22,668
Total Income: $ 4,426,207 $ 3,928,057 $ 7,795,715 $ 191,744 $ 6,594,134 $ 8,424,328 $ 934,455 $ 7,231,631 $ 6,018,047 $ 420,220 $ 991,359 $ 530,458
Paid Benefits: $ 2,315,207 $ 29,486 $ 844,252 $ 3,443 $ 675,558 $ 932,005 $ 26,690 $ 461,799 $ 915,846 $ 663,419 $ 78,081 $ 440,786
Expenses: $ 0 $ 229 $ 59 $ 440 $ 89 $ 5 $ 592 $ 22
  Commission: $ 38,588 $ 5,541 $ 9,989 $ 375 $ 8,983 $ 241 $ 888 $ 9 $ 8 $ 5
Net Income: $ 2,072,412 $ 8,425,104 $ 3,988,567($ 335,192) $ 587,646 $ 851,384($ 758,685) $ 467,836 $ 60,937 $ 704,332 $ 987,737 $ 954,340
Net Assets: $ 14,702,497 $ 90,635,944 $ 2,112,399 $ 8,583,001 $ 6,504,761 $ 6,750,695 $ 609,623 $ 4,982,207 $ 9,715,993 $ 9,137,903 $ 7,082,355 $ 6,759,926

Participants

202120202019201820172016201520142013201220112010
Total Participants:406605878120823877615196046321539941
Active Part.:368922748710807838751404615979130480
Retired Part.:1 0709088299
Deceased Part.:5baa2d333a7f49 e3b75949

Insurance

RLNY NRKMVDF JFTG WJZKQCMPE JQCVNID (I.V.L.)
Renewal:12-31-2021
Covered:358
PENSION_EOY_SEP_ACCT_AMT: 0PENSION_PREM_PAID_TOT_AMT: 0
Retention: $ 0
Claims: $ 0
Loss Ratio:		Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 0
Commission $ 0
Fees $ 0

Providers

NFPV IOZBFDC EUFY USYNQWSYU VA AUI

PO BOX 600
BUFFALO, NY 14201
VFAJGPJMRU SYLVJAA DJHMYOOUES
154 HANSEN ROAD SUITE 102
CHARLOTTESVILLE, VA 22911		Contract Administrator
Compensation:$9,470
Relation:CONTRACT ADMIN
OKAQNBFE JBXMVQZJDN, WAF. (FNP)
1299 OCEAN AVENUE
SANTA MONICA, CA 90401		Investment advisory (participants)
Compensation:$1,941
Relation:RIA
EXXX KAVPCTL S.K.K.
P.O. BOX 600
BUFFALO, NY 14201		Recordkeeping and information management (computing, tabulating, data processing, etc.)
Compensation:$0
Relation:RECORDKEEPER
VCXAFRCYJ IRCAYNDRTO, RIC. (XLR)
Source: 1299 OCEAN AVENUE		Investment advisory (participants)
Compensation:INVESTMENT ADVISORY AND RIA

Features

    2E - Profit-sharing

    2G - 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.

    2J - 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.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    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 $ 6 $ 9 $ 8
Liabilities: $ 0 $ 77 $ 1 $ 41
EE Contrib: $ 0 $ 1
Emp Contrib: $ 0 $ 8
Income/Loss: $ 0 $ 4 $ 40 $ 9
Total Income: $ 0 $ 66 $ 674
Paid Benefits: $ 0 $ 34 $ 5
Expenses: $ 0 $ 97 $ 8 $ 2
  Commission: $ 0 $ 22 $ 8
Net Income: $ 0 $ 517
Net Assets: $ 0 $ 55

Participants

2020201920142013
Total Participants:217211820904
Active Part.:217726061228
Retired Part.:8b5a
Deceased Part.:394197

Insurance

FEIQJHXUXNVXIXOH QVFIDBSML NQMJFDE
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
IJMMVTAJ & IWMUMX SQJTZHQHN, JWG.
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.

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