Plan5500

Lincoln Investment Planning, Inc. — 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 Investment Planning, Inc. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $196,176 and reported indirect compensation totals $62,663.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$258.8KDirect + indirect, across loaded filings$258,839
Plans served8
Plan sponsors8
Filings8
Direct vs. indirect compensation
Direct compensation$196.2K
Indirect compensation$62.7K

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 compensation24%Bill Deluca Chevrolet Cadillac, Inc
Top state share of plans50%MA
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Lincoln Investment Planning, Inc.. Bars show relative scale.

  1. 1
    Bill Deluca Chevrolet Cadillac, Inc$61.7K
    MA · 1 plan(s)
  2. 2
    Cape Cod Lumber Co., Inc.$52.5K
    MA · 1 plan(s)
  3. 3
    Mercury Print Productions, Inc.$45.5K
    NY · 1 plan(s)
  4. 4
    Bond Brothers, Inc.$44K
    MA · 1 plan(s)
  5. 5
    Re Hansen Ind., Inc Dba Islandaire$17.1K
    NY · 1 plan(s)
  6. 6
    Brewster Ambulance Service, Inc.$13.4K
    MA · 1 plan(s)
  7. 7
    Northern California Sheet Metal Workers Health Care Plan$12.3K
    CA · 1 plan(s)
  8. 8
    Csb Nutrition Corporation$12.2K
    UT · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Lincoln Investment Planning, Inc. are sponsored, by plan count.

  1. 1
    MA4 plan(s)
  2. 2
    NY2 plan(s)
  3. 3
    CA1 plan(s)
  4. 4
    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
    Bill Deluca Companies 401(K) Plan$61.7K
    Bill Deluca Chevrolet Cadillac, Inc, MA · Direct $61.7K · 2023
  2. 2
    Cape Cod Lumber Co., Inc. 401(K) Plan$52.5K
    Cape Cod Lumber Co., Inc., MA · Direct $52.5K · 2023
  3. 3
    Mercury Print Productions, Inc. Profit Sharing/ 401(K) Plan$45.5K
    Mercury Print Productions, Inc., NY · Direct $0 · Indirect $45.5K · 2023
  4. 4
    Bond Brothers, Inc. 401(K) Plan$44K
    Bond Brothers, Inc., MA · Direct $44K · 2023
  5. 5
    Islandaire, Inc. 401(K) Plan$17.1K
    Re Hansen Ind., Inc Dba Islandaire, NY · Indirect $17.1K · 2023
  6. 6
    Brewster Ambulance Service 401(K) Retirement Plan$13.4K
    Brewster Ambulance Service, Inc., MA · Direct $13.4K · Indirect $0 · 2023
  7. 7
    Northern California Sheet Metal Workers Health Care Plan$12.3K
    Northern California Sheet Metal Workers Health Care Plan, CA · Direct $12.3K · 2023
  8. 8
    Csb Nutrition Corp. 401(K) Plan$12.2K
    Csb Nutrition Corporation, UT · Direct $12.2K · 2023

Related Form 5500 pages