Lincoln National Corporation Employees Life, Health & Accident Plan — Form 5500 plan (Lincoln National Corporation C/O 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, Lincoln National Corporation Employees Life, Health & Accident Plan is a benefit plan reported by Lincoln National Corporation C/O Health & Welfare Benefits under EIN 35-1140070 and plan number 501. The latest loaded filing year is 2023. The filing reports 11,304 participants and $11,399,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Corporation C/O Health & Welfare Benefits
- EIN
- 35-1140070
- Plan number
- 501
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 11,304
- End-of-year plan assets
- $11,399,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,304 | H, C | 20241015121516NAL0047833248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,399,528
- Total liabilities (EOY)
- $24,443,486
- Net assets (EOY)
- -$13,043,958
- Net assets (BOY)
- -$6,165,429
Income & contributions
- Employer contributions
- $121,194,204
- Participant contributions
- $42,358,804
- Total contributions
- $163,553,008
- Total income / additions
- $163,742,234
Expenses & distributions
- Benefits paid
- $161,245,815
- Administrative expenses
- $9,374,948
- Total expenses
- $170,620,763
- Net increase / (decrease)
- -$6,878,529
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Co (Medical) | NONE | $2,691,300 | not reported in the loaded dataset | 2023 |
| Alight | NONE | $2,363,711 | not reported in the loaded dataset | 2023 |
| Virgin Pulse Inc | NONE | $1,111,893 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co | SUBSIDIARY | $436,668 | not reported in the loaded dataset | 2023 |
| Aetna Behavioral Health, LLC | NONE | $388,925 | not reported in the loaded dataset | 2023 |
| Cvs Caremark | NONE | $362,837 | not reported in the loaded dataset | 2023 |
| Livongo | NONE | $316,604 | not reported in the loaded dataset | 2023 |
| Teladoc | NONE | $253,338 | not reported in the loaded dataset | 2023 |
| Merative (Formerly Ibm Watson) | NONE | $252,808 | not reported in the loaded dataset | 2023 |
| Ovia Health | NONE | $101,513 | not reported in the loaded dataset | 2023 |
| Mdlive, Inc. | NONE | $82,176 | not reported in the loaded dataset | 2023 |
| Progyny | NONE | $45,857 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset | 2023 |
| Health Advocate | NONE | $14,605 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Corporation C/O Health & Welfare Benefits
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Aetna Life Insurance Co (Medical) — Schedule C compensation
- Alight — Schedule C compensation
- Virgin Pulse Inc — Schedule C compensation
- Lincoln National Life Insurance Co — Schedule C compensation
- Aetna Behavioral Health, LLC — Schedule C compensation
- Cvs Caremark — Schedule C compensation
- Livongo — Schedule C compensation
- Teladoc — Schedule C compensation
- Merative (Formerly Ibm Watson) — Schedule C compensation
- Ovia Health — Schedule C compensation
- Mdlive, Inc. — Schedule C compensation
- Progyny — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Health Advocate — Schedule C compensation