Plan5500

Lincoln Holding Company, LLC — 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 Holding Company, LLC (EIN 81-1211038) is a plan sponsor located in Greenville, SC with 1 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
81-1211038
Location
Greenville, SC
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lincoln Holding Company, LLC

  • 3 loaded plans hold $3.8M in reported assets.
  • The largest, Lincoln And Team Logistics Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 663 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.8MSummed across loaded plans$3,783,739
Total reported assets$3.8M$3,783,739
Total reported participants663
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$338.2K
Participant contributions$623.5K
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$420.7K
Total expenses$426K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lincoln And Team Logistics Retirement Plan
Participants per plan221Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Lincoln And Team Logistics Retirement Plan$3.8M
    Plan #001 · 118 participants · 2023
  2. 2
    Lincoln Holding LLC/Team Logistics Co., LLC Employer And Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 301 participants · 2023
  3. 3
    Lincoln Holding LLC/Team Logistics Co., LLC Employer And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 244 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lincoln Holding Company, LLC. Open one for its full reported snapshot.

  1. 2023
    Lincoln Holding LLC/Team Logistics Co., LLC Employer And Welfare Benefit Plan244 participants · 2No schedules
    View filing →
  2. 2023
    Lincoln Holding LLC/Team Logistics Co., LLC Employer And Welfare Benefit Plan301 participants · 2No schedules
    View filing →
  3. 2023
    Lincoln And Team Logistics Retirement Plan118 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lincoln Holding Company, LLC report on Form 5500?
Lincoln Holding Company, LLC (EIN 81-1211038) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lincoln Holding Company, LLC?
The Employer Identification Number (EIN) reported for Lincoln Holding Company, LLC is 81-1211038.
What is the latest Form 5500 filing year for Lincoln Holding Company, LLC?
The latest loaded Form 5500 filing year for Lincoln Holding Company, LLC is 2023.

Related Form 5500 pages