Retirement Plan For Agents Of Guarantee Life Insurance — Form 5500 plan (Lincoln National Corporation - Health & Welfare Benefits)
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, Retirement Plan For Agents Of Guarantee Life Insurance is a benefit plan reported by Lincoln National Corporation - Health & Welfare Benefits under EIN 35-1140070 and plan number 052. The latest loaded filing year is 2023. The filing reports 3 participants and $119,057 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$119.1KPlan net assets, end of year$119,057
Participants3Covered participants reported
Assets / participant$39.7KComputed: assets ÷ participants$39,686 (computed)
Provider compensationNone reported
- Plan sponsor
- Lincoln National Corporation - Health & Welfare Benefits
- EIN
- 35-1140070
- Plan number
- 052
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240730123715NAL0013380835001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$119.1K total assets
Net assets$119.1KLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $119,057
- Net assets (EOY)
- $119,057
- Net assets (BOY)
- $115,589
Income & contributions
- Total income / additions
- $3,468
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $3,468
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.