Agents Retirement Plan Of The Lincoln National Life Insurance Company — Form 5500 plan (Lincoln National Life Insurance Company)
Plain-English plan 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, Agents Retirement Plan Of The Lincoln National Life Insurance Company is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,517 participants and $80,304,199 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 004
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 1,517
- End-of-year plan assets
- $80,304,199
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,517 | H, C | 20241011095323NAL0012342147001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,304,199
- Total liabilities (EOY)
- $80,681
- Net assets (EOY)
- $80,223,518
- Net assets (BOY)
- $76,427,454
Income & contributions
- Employer contributions
- $9,000,000
- Total contributions
- $9,000,000
- Total income / additions
- $16,749,940
Expenses & distributions
- Benefits paid
- $11,174,909
- Administrative expenses
- $1,778,967
- Total expenses
- $12,953,876
- Net increase / (decrease)
- $3,796,064
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buck Consultants | NONE | $219,854 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Management | NONE | $103,230 | not reported in the loaded dataset | 2023 |
| Telus Health | NONE | $87,184 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $41,024 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Co | NONE | $16,013 | not reported in the loaded dataset | 2023 |
| Callan | NONE | $14,048 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $9,104 | not reported in the loaded dataset | 2023 |
| Curcio Webb | NONE | $2,396 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus | NONE | $1,738 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Buck Consultants — Schedule C compensation
- Macquarie Investment Management — Schedule C compensation
- Telus Health — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Citrin Cooperman & Co — Schedule C compensation
- Callan — Schedule C compensation
- State Street — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Mitchell & Titus — Schedule C compensation