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

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

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.