2023 Form 5500 filing — Lincoln National Life Insurance Co Life & Health Plan For Retired Agents
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 20241015121743NAL0056071042001) for Lincoln National Life Insurance Co Life & Health Plan For Retired Agents, reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 511. It reports 282 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121743NAL0056071042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 511
- Location
- Radnor, PA
- Participants
- 282
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,178,984
- Total liabilities (EOY)
- $12,534
- Net assets (EOY)
- $1,166,450
- Participant contributions
- $34,700
- Total income / additions
- $67,854
- Benefits paid
- $436,948
- Administrative expenses
- $83,596
- Total expenses
- $520,544
- Net increase / (decrease)
- -$452,690
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset |
| Alight | NONE | $17,629 | not reported in the loaded dataset |
| Medical Card Systems | NONE | $11,039 | not reported in the loaded dataset |
| Merative (Formerly Ibm Watson) | NONE | $4,996 | not reported in the loaded dataset |