Lincoln National Life Insurance Co Agents Life, Health & Accident 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, Lincoln National Life Insurance Co Agents Life, Health & Accident Plan is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 502. The latest loaded filing year is 2023. The filing reports 759 participants and $482,124 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
- 502
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 759
- End-of-year plan assets
- $482,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 759 | H, C | 20241015121839NAL0014607635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $482,124
- Total liabilities (EOY)
- $111,817
- Net assets (EOY)
- $370,307
- Net assets (BOY)
- $447,388
Income & contributions
- Employer contributions
- $99,258
- Participant contributions
- $1,987,452
- Total contributions
- $2,086,710
- Total income / additions
- $2,100,540
Expenses & distributions
- Benefits paid
- $2,063,636
- Administrative expenses
- $113,985
- Total expenses
- $2,177,621
- Net increase / (decrease)
- -$77,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight | NONE | $69,848 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset | 2023 |
| Aetna Behavioral Health, LLC | NONE | $11,936 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co | SUBSIDIARY | $9,772 | not reported in the loaded dataset | 2023 |
| Merative (Formerly Ibm Watson) | NONE | $5,159 | 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
- Alight — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Aetna Behavioral Health, LLC — Schedule C compensation
- Lincoln National Life Insurance Co — Schedule C compensation
- Merative (Formerly Ibm Watson) — Schedule C compensation