Lincoln National Corporation Life And Health Plan For Retired Employees — 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, Lincoln National Corporation Life And Health Plan For Retired Employees is a benefit plan reported by Lincoln National Corporation - Health & Welfare Benefits under EIN 35-1140070 and plan number 510. The latest loaded filing year is 2023. The filing reports 1,331 participants and $6,053,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Corporation - Health & Welfare Benefits
- EIN
- 35-1140070
- Plan number
- 510
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 1,331
- End-of-year plan assets
- $6,053,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,331 | H, C | 20241015121631NAL0029584177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,053,309
- Total liabilities (EOY)
- $106,060
- Net assets (EOY)
- $5,947,249
- Net assets (BOY)
- $7,682,891
Income & contributions
- Participant contributions
- $95,971
- Total contributions
- $95,971
- Total income / additions
- $281,365
Expenses & distributions
- Benefits paid
- $1,740,357
- Administrative expenses
- $276,650
- Total expenses
- $2,017,007
- Net increase / (decrease)
- -$1,735,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight | NONE | $94,503 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset | 2023 |
| Merative (Formerly Ibm Watson) | NONE | $27,207 | not reported in the loaded dataset | 2023 |
| Lincoln National Life Insurance Co | SUBSIDIARY | $22,711 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Corporation - Health & Welfare Benefits
- 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
- Merative (Formerly Ibm Watson) — Schedule C compensation
- Lincoln National Life Insurance Co — Schedule C compensation