2023 Form 5500 filing — Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008
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 20241011101256NAL0022546769001) for Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008, reported by Lincoln National Corporation under EIN 35-1140070 and plan number 011. It reports 14,628 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101256NAL0022546769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lincoln National Corporation
- EIN
- 35-1140070
- Plan number
- 011
- Location
- Radnor, PA
- Participants
- 14,628
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $795,399,038
- Total liabilities (EOY)
- $540,672
- Net assets (EOY)
- $794,858,366
- Total income / additions
- $86,254,915
- Benefits paid
- $80,786,902
- Administrative expenses
- $12,664,392
- Total expenses
- $93,451,294
- Net increase / (decrease)
- -$7,196,379
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Telus Health | NONE | $910,826 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $662,257 | not reported in the loaded dataset |
| Delaware Management Company | NONE | $577,150 | not reported in the loaded dataset |
| Nisa | NONE | $456,984 | not reported in the loaded dataset |
| Buck Consultants | NONE | $386,190 | not reported in the loaded dataset |
| Alliancebernstein | NONE | $189,657 | not reported in the loaded dataset |
| Callan Associates | NONE | $150,294 | not reported in the loaded dataset |
| Loomis | NONE | $131,514 | not reported in the loaded dataset |
| Curcio Webb | NONE | $26,020 | not reported in the loaded dataset |
| Citrin Cooperman | NONE | $16,013 | not reported in the loaded dataset |
| State Street | NONE | $9,171 | not reported in the loaded dataset |
| Mitchell & Titus | NONE | $2,038 | not reported in the loaded dataset |