Plan5500

Lincoln Financial Securities Corpor — 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 Securities Corpor is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $57,089 and reported indirect compensation totals $101,707.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$158.8KDirect + indirect, across loaded filings$158,796
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$57.1K
Indirect compensation$101.7K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation43%Van Boerum & Frank Associates, Inc.
Top state share of plans50%KY
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Lincoln Financial Securities Corpor. Bars show relative scale.

  1. 1
    Van Boerum & Frank Associates, Inc.$67.9K
    UT · 1 plan(s)
  2. 2
    Aplix, Inc.$57.1K
    NC · 1 plan(s)
  3. 3
    Global Information Systems, LLC$19.8K
    KY · 1 plan(s)
  4. 4
    Agri-Power, Inc.$14K
    KY · 1 plan(s)
Geographic reach

State footprint

Where Lincoln Financial Securities Corpor appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    KY2 plan(s)
  2. 2
    NC1 plan(s)
  3. 3
    UT1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Lincoln Financial Securities Corpor are sponsored, by plan count.

  1. 1
    Hopkinsville, KY1 plan(s)
  2. 2
    Lexington, KY1 plan(s)
  3. 3
    Charlotte, NC1 plan(s)
  4. 4
    Murray, UT1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Van Boerum & Frank Associates, Inc. 401(K) Profit Sharing Plan$67.9K
    Van Boerum & Frank Associates, Inc., UT · Direct $0 · Indirect $67.9K · 2023
  2. 2
    Aplix, Inc. 401(K) Retirement Savings Plan$57.1K
    Aplix, Inc., NC · Direct $57.1K · Indirect $0 · 2023
  3. 3
    Global Information Systems, LLC 401(K) Profit Sharing Plan$19.8K
    Global Information Systems, LLC, KY · Direct $0 · Indirect $19.8K · 2023
  4. 4
    Agri-Power, Inc. 401(K) Retirement Savings Plan$14K
    Agri-Power, Inc., KY · Direct $0 · Indirect $14K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Lincoln Financial Securities Corpor?
Public Form 5500 Schedule C filings report compensation paid to Lincoln Financial Securities Corpor as a plan service provider. Across loaded filings, total reported compensation is $158,796.
How many plans report Lincoln Financial Securities Corpor as a service provider?
Lincoln Financial Securities Corpor appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages