Lny Satb 401k Toolbox Managed Balanced — 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, Lny Satb 401k Toolbox Managed Balanced is a benefit plan reported by Lincoln Life & Annuity Company Of New York under EIN 22-0832760 and plan number 725. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,133,624 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
- 725
- Plan type
- 4
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20241015180322NAL0015214483001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,133,624
- Total liabilities (EOY)
- $2,521
- Net assets (EOY)
- $5,131,103
- Net assets (BOY)
- $4,628,982
Income & contributions
- Total contributions
- $0
- Total income / additions
- $674,662
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $30,073
- Total expenses
- $30,073
- Net increase / (decrease)
- $644,589
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.