2023 Form 5500 filing — Lnc Employees' 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240716085835NAL0001410259001) for Lnc Employees' 401(K) Savings Plan, reported by Lincoln National Corporation under EIN 35-1140070 and plan number 009. It reports 18,005 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716085835NAL0001410259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Corporation
- EIN
- 35-1140070
- Plan number
- 009
- Location
- Radnor, PA
- Participants
- 18,005
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,209,721,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,209,721,731
- Employer contributions
- $110,572,142
- Participant contributions
- $98,135,656
- Total income / additions
- $662,899,714
- Benefits paid
- $254,186,370
- Administrative expenses
- $194,665
- Total expenses
- $254,392,375
- Net increase / (decrease)
- $408,507,339
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Callan Associates | CONSULTANT | $157,165 | not reported in the loaded dataset |
| Citrin Cooperman & Company, Llp | AUDITOR | $37,500 | not reported in the loaded dataset |