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Form 5500 · Retirement plan · BURLINGTON, WI

VETERAN'S TRUCK LINE, INC.

The filing calls this plan VETERAN'S TRUCK LINE INC. 401K/ EMPLOYEE PROFIT.

VETERAN'S TRUCK LINE, INC. of BURLINGTON, WI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
MORGAN STANLEY & CO
Insurance company
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1045799 · plan 001 · plan year 2024, filed Aug 7, 2025

Participants at the start of the year
173
Contracts on file
1
Contract value
$734,966
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY.

The contracts held $734,966 at the end of the plan year, as reported on Schedule A.

$63,039 in agent commissions is disclosed across the contracts; MORGAN STANLEY & CO is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC176December$734,966$63,039

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
VETERAN'S TRUCK LINE, INC.
EIN 39-1045799
LINCOLN NATIONAL CORPORATION
Contract administrator · EIN 35-1140070
$101,624
paid directly by the plan
LINCOLN NATIONAL CORPORATION
Recordkeeping and information management · EIN 35-1140070
$5,153
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$13,244,558
Paid out in benefits
$1,602,695
Participants at the start of the year
173
Participants with account balances
175

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 35-1140070
LINCOLN NATIONAL CORPORATION
Independent accountantEIN 39-1658423
KERBERROSE
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

Other plans filed by this employer

Veteran'S Truck Line, Inc. Wrap PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Health PlanInsured benefit plan · 1 Schedule A contractRenews ~Oct 1Employee Benefits ProgramInsured benefit plan · 1 Schedule A contractRenews ~Jan 1plan 505Insured benefit plan · 1 Schedule A contractRenews ~Jan 1Short-Term Disability PlanInsured benefit plan · 1 Schedule A contractRenews ~Oct 1Health Reimbursement PlanForm 5500 filing · no insured Schedule A contracts

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