Lincoln Financial Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln Financial Group is reported as a service provider on 18 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,924,119 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$1,924,119
Reported indirect compensation
$0
Total reported compensation
$1,924,119
Filings
18
Plan sponsors
17
Plans
18
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Lincoln Financial Group
SponsorStatePlansReported compensation
Ath Holding Company LLCIN1$752,423
Bloomberg Industry Group, Inc.VA1$415,451
National Church Residences,Inc.OH1$138,317
Mainegeneral HealthME1$135,750
Medical Development CorporationGA1$107,601
University Of St. Augustine For Health Sciences, LLCFL1$68,527
Central Nebraska Community Action PartneNE1$50,690
Madlyn And Leonard Abramson Center For Jewish LifePA2$47,190
Shaheen Automotive Group, Inc.MI1$38,180
Regional Orthopaedic Associates, P.A.DE1$37,096

State footprint

Plans reporting Lincoln Financial Group are sponsored in PA (3), MI (2), IN (2), GA (1), KS (1), ME (1), NC (1), NE (1), OH (1), VA (1), CA (1), WY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ath Holding Company LLCElevance Health Retiree Health Benefits Plan2023$752,423not reported in the loaded dataset
Bloomberg Industry Group, Inc.The Bloomberg Bna Health And Welfare Plan2023$415,451not reported in the loaded dataset
National Church Residences,Inc.National Church Residences 3-4-5 401(A) Retirement Plan2023$138,317$0
Mainegeneral HealthMainegeneral Health Retirement Income Plan2023$135,750$0
Medical Development CorporationMedical Development Corp. Welfare Benefit Plan2023$107,601not reported in the loaded dataset
University Of St. Augustine For Health Sciences, LLCUniversity Of St. Augustine For Health Sciences 401(K) Retirement Savings Plan2023$68,527$0
Central Nebraska Community Action PartneCentral Nebraska Community Action Partnership Inc 403(B) Retirement Plan2023$50,690not reported in the loaded dataset
Shaheen Automotive Group, Inc.Shaheen Automotive Group 401(K) Plan2023$38,180$0
Regional Orthopaedic Associates, P.A.Regional Orthopaedic Associates 401(K) Psp2023$37,096not reported in the loaded dataset
Vivant Health LLCVivant Health 401k Profit Sharing Plan2023$34,736$0
Murphy Family Ventures, LLCMurphy Family Ventures, LLC 401(K) Plan2023$32,000not reported in the loaded dataset
Madlyn And Leonard Abramson Center For Jewish LifeAbramson Center For Jewish Life 403(B) Tax Deferred Annuity Plan2023$29,643$0
Wedgwood Christian Services Employee SavWedgwood Christian Services Employee Savings Plan2023$24,980$0
Madlyn And Leonard Abramson Center For Jewish LifeAbramson Center For Jewish Life Defined Contribution Plan2023$17,547$0
Paras Harshawat, MdHarsha Behavioral Center 401(K) Plan2023$15,475not reported in the loaded dataset
Arconic CorporationArconic Corp. 401(K) Plans Master Trust2023$15,470not reported in the loaded dataset
Bot-Operating Engineers Local 800 & Wyoming Contractors' Assoc. Inc.Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund2023$9,478not reported in the loaded dataset
Prairiestar Health Center, Inc.403(B) Thrift Plan For Prairiestar Health Center, Inc.2023$755$0

Related Form 5500 pages