Lincoln Life & Annuity Company Of New York — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln Life & Annuity Company Of New York (EIN 22-0832760) is a plan sponsor located in Fort Wayne, IN with 7 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 22-0832760
- Location
- Fort Wayne, IN
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,016,482,423
- Total reported liabilities (EOY)
- $79,195
- Total reported net assets (EOY)
- $1,016,403,228
Contributions & income
- Total income / additions
- $156,041,200
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $1,082,075
- Net increase / (decrease)
- $154,959,125
Coverage
- Plans with financial statements
- 7
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lincoln New York Separate Account 401 For Group Annuity Contracts | 401 | not reported in the loaded dataset | $995,980,842 | 2023 |
| Lny Satm 401k Toolbox Managed Moderate | 728 | not reported in the loaded dataset | $9,054,203 | 2023 |
| Lny Satb 401k Toolbox Managed Balanced | 725 | not reported in the loaded dataset | $5,133,624 | 2023 |
| Lny Satg 401k Toolbox Managed Growth | 727 | not reported in the loaded dataset | $3,357,257 | 2023 |
| Lny Satt 401k Managed Max Growth | 736 | not reported in the loaded dataset | $1,214,200 | 2023 |
| Lny Satc 401k Toolbox Managed Conservative | 726 | not reported in the loaded dataset | $952,999 | 2023 |
| Lny Satp 401k Toolbox Managed Capital Preservation | 729 | not reported in the loaded dataset | $789,298 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lny Satb 401k Toolbox Managed Balanced | not reported in the loaded dataset | H | 20241015180322NAL0015214483001 |
| 2023 | Lny Satc 401k Toolbox Managed Conservative | not reported in the loaded dataset | H | 20241015180621NAL0017016947001 |
| 2023 | Lny Satg 401k Toolbox Managed Growth | not reported in the loaded dataset | H | 20241015181028NAL0017021907001 |
| 2023 | Lny Satm 401k Toolbox Managed Moderate | not reported in the loaded dataset | H | 20241015181319NAL0017026243001 |
| 2023 | Lny Satp 401k Toolbox Managed Capital Preservation | not reported in the loaded dataset | H | 20241015181423NAL0049302352001 |
| 2023 | Lny Satt 401k Managed Max Growth | not reported in the loaded dataset | H | 20241015181603NAL0015236835001 |
| 2023 | Lincoln New York Separate Account 401 For Group Annuity Contracts | not reported in the loaded dataset | H | 20241015183310NAL0030637681001 |