2023 Form 5500 filing — Lincoln National Corporation Employees Retirement Trust
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 20240807111818NAL0003590161001) for Lincoln National Corporation Employees Retirement Trust, reported by Lincoln National Corporation under EIN 35-1140070 and plan number 002. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807111818NAL0003590161001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Lincoln National Corporation
- EIN
- 35-1140070
- Plan number
- 002
- Location
- Radnor, PA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $871,455,646
- Total liabilities (EOY)
- $4,771,742
- Net assets (EOY)
- $866,683,904
- Total income / additions
- $94,004,854
- Benefits paid
- $0
- Administrative expenses
- $3,880,404
- Total expenses
- $3,880,404
- Net increase / (decrease)
- $90,124,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health | NONE | $998,010 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $703,282 | not reported in the loaded dataset |
| Macquarie Investment Management | NONE | $680,380 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $606,044 | not reported in the loaded dataset |
| Nisa | NONE | $456,984 | not reported in the loaded dataset |
| Alliancebernstein | NONE | $189,657 | not reported in the loaded dataset |
| Callan, LLC | NONE | $164,342 | not reported in the loaded dataset |
| Loomis Sayles | NONE | $131,514 | not reported in the loaded dataset |
| Citrin Cooperman | NONE | $32,025 | not reported in the loaded dataset |
| Curcio Webb | NONE | $28,419 | not reported in the loaded dataset |
| State Street Bank & Trust Co | NONE | $18,275 | not reported in the loaded dataset |
| Mitchell & Titus | NONE | $3,775 | not reported in the loaded dataset |