Plan5500

Lincoln — 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 (EIN 94-1156501) is a plan sponsor located in Oakland, CA with 3 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
94-1156501
Location
Oakland, CA
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

  • 3 loaded plans hold $13M in reported assets.
  • The largest, Lincoln Non-Union Pension Plan, holds 66% of this company's reported plan assets.
  • Plans cover 740 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13MSummed across loaded plans$12,964,869
Total reported assets$13M$12,964,869
Total reported participants740
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13M total assets
Net assets$13MLiabilities$0
Contributions & income
Employer contributions$697.2K
Participant contributions$443.7K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$386.9K
Total expenses$388K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets66%Lincoln Non-Union Pension Plan
Participants per plan247Average 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 Non-Union Pension Plan$8.5M
    Plan #005 · 268 participants · 2023
  2. 2
    Lincoln Non-Union 403b Plan$4.4M
    Plan #006 · 242 participants · 2023
  3. 3
    Lincoln Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 230 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. Open one for its full reported snapshot.

  1. 2023
    Lincoln Welfare Benefit Plan230 participants · 2No schedules
    View filing →
  2. 2023
    Lincoln Non-Union 403b Plan242 participants · 2Sch HSch C
    View filing →
  3. 2023
    Lincoln Non-Union Pension Plan268 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lincoln report on Form 5500?
Lincoln (EIN 94-1156501) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lincoln?
The Employer Identification Number (EIN) reported for Lincoln is 94-1156501.
What is the latest Form 5500 filing year for Lincoln?
The latest loaded Form 5500 filing year for Lincoln is 2023.

Related Form 5500 pages