Lincoln National Life Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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 Life Insurance Company (EIN 35-0472300) is a plan sponsor located in Radnor, PA with 16 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 35-0472300
- Location
- Radnor, PA
- Loaded plans
- 17
- Total reported participants
- 4,945
- Total reported plan assets (EOY)
- $10,176,335,410
- Plans with financial data
- 13
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Lincoln Life Separate Account 4k | 402 | not reported in the loaded dataset | $9,469,340,024 | 2023 |
| Lnl Agents' 401(K) Savings Plan | 006 | 1,122 | $248,337,955 | 2023 |
| Lnl Satm 401k Toolbox Managed Moderate | 706 | not reported in the loaded dataset | $117,785,032 | 2023 |
| Lnl Satg 401k Toolbox Managed Growth | 707 | not reported in the loaded dataset | $85,613,686 | 2023 |
| Agents Retirement Plan Of The Lincoln National Life Insurance Company | 004 | 1,517 | $80,304,199 | 2023 |
| Lnl Satb 401k Toolbox Managed Balanced | 722 | not reported in the loaded dataset | $59,921,643 | 2023 |
| Lnl Satc 401k Toolbox Managed Conservative | 705 | not reported in the loaded dataset | $33,289,697 | 2023 |
| Lnl Abga Money Purchase Plan | 012 | 358 | $28,658,164 | 2023 |
| Lnl Satp 401k Toolbox Managed Capital Preservation | 723 | not reported in the loaded dataset | $20,320,947 | 2023 |
| Lnl Satt 401k Toolbox Managed Tactical | 724 | not reported in the loaded dataset | $19,465,855 | 2023 |
| Lnl Money Purchase Plan | 005 | 368 | $11,637,100 | 2023 |
| Lincoln National Life Insurance Co Life & Health Plan For Retired Agents | 511 | 282 | $1,178,984 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lnl Agents' 401(K) Savings Plan | 1,122 | H, C | 20240716091023NAL0004033104001 |
| 2023 | Lincoln National Life Insurance Company Agents' Critical Illness Insurance Plan | 91 | — | 20241006175821NAL0028748098001 |
| 2023 | Lincoln National Life Insurance Company Agents' Voluntary Accident Insurance | 132 | — | 20241006180721NAL0024533984001 |
| 2023 | Quality Resource Group Benefit Plan | 100 | — | 20241008222903NAL0036166562001 |
| 2023 | Lnl Abga Money Purchase Plan | 358 | H | 20241010124442NAL0011471459001 |
| 2023 | Lnl Money Purchase Plan | 368 | H | 20241010125311NAL0035737280001 |
| 2023 | Lincoln National Life Ins Co Agents Long Term Disability Plan | 216 | — | 20241011094552NAL0012338819001 |
| 2023 | Agents Retirement Plan Of The Lincoln National Life Insurance Company | 1,517 | H, C | 20241011095323NAL0012342147001 |