Lnl Agents' 401(K) Savings Plan — 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, Lnl Agents' 401(K) Savings Plan is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,122 participants and $248,337,955 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
006
Plan type
2
Location
Radnor, PA
Latest filing year
2023
Participants
1,122
End-of-year plan assets
$248,337,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,122H, C20240716091023NAL0004033104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$248,337,955
Total liabilities (EOY)
$0
Net assets (EOY)
$248,337,955
Net assets (BOY)
$239,421,503

Income & contributions

Employer contributions
$998,751
Participant contributions
$3,209,351
Total contributions
$4,383,879
Total income / additions
$36,451,954

Expenses & distributions

Benefits paid
$27,530,095
Administrative expenses
$5,378
Total expenses
$27,535,473
Net increase / (decrease)
$8,916,481

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Callan AssociatesCONSULTANT$5,378not reported in the loaded dataset2023

Related Form 5500 pages