Lincoln National Corporation — 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 Corporation (EIN 35-1140070) is a plan sponsor located in Radnor, PA with 8 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
- 35-1140070
- Location
- Radnor, PA
- Loaded plans
- 14
- Total reported participants
- 104,361
- Total reported plan assets (EOY)
- $4,894,148,309
- Plans with financial data
- 6
- Plans with provider compensation
- 5
- 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 |
|---|---|---|---|---|
| Lnc Employees' 401(K) Savings Plan | 009 | 18,005 | $3,209,721,731 | 2023 |
| Lincoln National Corporation Employees Retirement Trust | 002 | not reported in the loaded dataset | $871,455,646 | 2023 |
| Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008 | 011 | 14,628 | $795,399,038 | 2023 |
| Lincoln National Corporation Employees Life, Health & Accident Plan | 501 | 11,304 | $11,399,528 | 2023 |
| Lincoln National Corporation Life And Health Plan For Retired Employees | 510 | 1,331 | $6,053,309 | 2023 |
| Retirement Plan For Agents Of Guarantee Life Insurance | 052 | 3 | $119,057 | 2023 |
| Lincoln National Corporation Severance Pay Plan | 555 | 11,381 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation Employees' Travel Accident Plan | 505 | 11,381 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation Employees Long Term Disabilty Plan | 504 | 11,290 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation Employees Short Term Disability Plan | 508 | 11,228 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation Employees' Voluntary Accident Insurance Plan | 513 | 6,293 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation Employees' Critical Illness Insurance Plan | 512 | 5,350 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Lnc Employees' 401(K) Savings Plan | 18,005 | H, C | 20240716085835NAL0001410259001 |
| 2023 | Retirement Plan For Agents Of Guarantee Life Insurance | 3 | I | 20240730123715NAL0013380835001 |
| 2023 | Lincoln National Corporation Employees Retirement Trust | not reported in the loaded dataset | H, C | 20240807111818NAL0003590161001 |
| 2023 | Lincoln National Corporation Severance Pay Plan | 11,381 | — | 20241002075445NAL0004652563001 |
| 2023 | Lincoln National Corporation Employees' Critical Illness Insurance Plan | 5,350 | — | 20241006175500NAL0024531440001 |
| 2023 | Lincoln National Corporation Employees' Voluntary Accident Insurance Plan | 6,293 | — | 20241006180242NAL0028758066001 |
| 2023 | Lnc Employees' Hospital Indemnity Ins Plan | 0 | — | 20241006180956NAL0015137217001 |
| 2023 | Lincoln National Corporation Employees Health Care Expense Account | 2,167 | — | 20241008135059NAL0034907058001 |