2023 Form 5500 filing — Lincoln National Life Insurance Co Agents Life, Health & Accident Plan
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 20241015121839NAL0014607635001) for Lincoln National Life Insurance Co Agents Life, Health & Accident Plan, reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 502. It reports 759 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121839NAL0014607635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 502
- Location
- Radnor, PA
- Participants
- 759
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $482,124
- Total liabilities (EOY)
- $111,817
- Net assets (EOY)
- $370,307
- Employer contributions
- $99,258
- Participant contributions
- $1,987,452
- Total income / additions
- $2,100,540
- Benefits paid
- $2,063,636
- Administrative expenses
- $113,985
- Total expenses
- $2,177,621
- Net increase / (decrease)
- -$77,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight | NONE | $69,848 | not reported in the loaded dataset |
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset |
| Aetna Behavioral Health, LLC | NONE | $11,936 | not reported in the loaded dataset |
| Lincoln National Life Insurance Co | SUBSIDIARY | $9,772 | not reported in the loaded dataset |
| Merative (Formerly Ibm Watson) | NONE | $5,159 | not reported in the loaded dataset |