2023 Form 5500 filing — Agents Retirement Plan Of The Lincoln National Life Insurance Company
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 20241011095323NAL0012342147001) for Agents Retirement Plan Of The Lincoln National Life Insurance Company, reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 004. It reports 1,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011095323NAL0012342147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 004
- Location
- Radnor, PA
- Participants
- 1,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,304,199
- Total liabilities (EOY)
- $80,681
- Net assets (EOY)
- $80,223,518
- Employer contributions
- $9,000,000
- Total income / additions
- $16,749,940
- Benefits paid
- $11,174,909
- Administrative expenses
- $1,778,967
- Total expenses
- $12,953,876
- Net increase / (decrease)
- $3,796,064
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buck Consultants | NONE | $219,854 | not reported in the loaded dataset |
| Macquarie Investment Management | NONE | $103,230 | not reported in the loaded dataset |
| Telus Health | NONE | $87,184 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $41,024 | not reported in the loaded dataset |
| Citrin Cooperman & Co | NONE | $16,013 | not reported in the loaded dataset |
| Callan | NONE | $14,048 | not reported in the loaded dataset |
| State Street | NONE | $9,104 | not reported in the loaded dataset |
| Curcio Webb | NONE | $2,396 | not reported in the loaded dataset |
| Mitchell & Titus | NONE | $1,738 | not reported in the loaded dataset |