2023 Form 5500 filing — Lincoln National Corporation Life And Health Plan For Retired Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015121631NAL0029584177001) for Lincoln National Corporation Life And Health Plan For Retired Employees, reported by Lincoln National Corporation - Health & Welfare Benefits under EIN 35-1140070 and plan number 510. It reports 1,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121631NAL0029584177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Corporation - Health & Welfare Benefits
- EIN
- 35-1140070
- Plan number
- 510
- Location
- Radnor, PA
- Participants
- 1,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,053,309
- Total liabilities (EOY)
- $106,060
- Net assets (EOY)
- $5,947,249
- Participant contributions
- $95,971
- Total income / additions
- $281,365
- Benefits paid
- $1,740,357
- Administrative expenses
- $276,650
- Total expenses
- $2,017,007
- Net increase / (decrease)
- -$1,735,642
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight | NONE | $94,503 | not reported in the loaded dataset |
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset |
| Merative (Formerly Ibm Watson) | NONE | $27,207 | not reported in the loaded dataset |
| Lincoln National Life Insurance Co | SUBSIDIARY | $22,711 | not reported in the loaded dataset |