Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008 — Form 5500 plan (Lincoln National Corporation)
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 Corporation Retirement Plan For Employees Hired Prior To January 1 2008 is a benefit plan reported by Lincoln National Corporation under EIN 35-1140070 and plan number 011. The latest loaded filing year is 2023. The filing reports 14,628 participants and $795,399,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Corporation
- EIN
- 35-1140070
- Plan number
- 011
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 14,628
- End-of-year plan assets
- $795,399,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,628 | H, C | 20241011101256NAL0022546769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $795,399,038
- Total liabilities (EOY)
- $540,672
- Net assets (EOY)
- $794,858,366
- Net assets (BOY)
- $802,054,745
Income & contributions
- Total contributions
- $0
- Total income / additions
- $86,254,915
Expenses & distributions
- Benefits paid
- $80,786,902
- Administrative expenses
- $12,664,392
- Total expenses
- $93,451,294
- Net increase / (decrease)
- -$7,196,379
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health | NONE | $910,826 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $662,257 | not reported in the loaded dataset | 2023 |
| Delaware Management Company | NONE | $577,150 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $456,984 | not reported in the loaded dataset | 2023 |
| Buck Consultants | NONE | $386,190 | not reported in the loaded dataset | 2023 |
| Alliancebernstein | NONE | $189,657 | not reported in the loaded dataset | 2023 |
| Callan Associates | NONE | $150,294 | not reported in the loaded dataset | 2023 |
| Loomis | NONE | $131,514 | not reported in the loaded dataset | 2023 |
| Curcio Webb | NONE | $26,020 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | NONE | $16,013 | not reported in the loaded dataset | 2023 |
| State Street | NONE | $9,171 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus | NONE | $2,038 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Telus Health — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Delaware Management Company — Schedule C compensation
- Nisa — Schedule C compensation
- Buck Consultants — Schedule C compensation
- Alliancebernstein — Schedule C compensation
- Callan Associates — Schedule C compensation
- Loomis — Schedule C compensation
- Curcio Webb — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- State Street — Schedule C compensation
- Mitchell & Titus — Schedule C compensation