Lincoln New York Separate Account 401 For Group Annuity Contracts — Form 5500 plan (Lincoln Life & Annuity Company Of New York)
Plain-English plan 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 New York Separate Account 401 For Group Annuity Contracts is a benefit plan reported by Lincoln Life & Annuity Company Of New York under EIN 22-0832760 and plan number 401. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $995,980,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln Life & Annuity Company Of New York
- EIN
- 22-0832760
- Plan number
- 401
- Plan type
- 4
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $995,980,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015183310NAL0030637681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $995,980,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $995,980,842
- Net assets (BOY)
- $813,719,850
Income & contributions
- Total contributions
- $0
- Total income / additions
- $152,957,864
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $954,685
- Total expenses
- $954,685
- Net increase / (decrease)
- $152,003,179
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.