Lincoln National Life Insurance Co Life & Health Plan For Retired Agents — Form 5500 plan (Lincoln National Life Insurance Company)
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 National Life Insurance Co Life & Health Plan For Retired Agents is a benefit plan reported by Lincoln National Life Insurance Company under EIN 35-0472300 and plan number 511. The latest loaded filing year is 2023. The filing reports 282 participants and $1,178,984 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Life Insurance Company
- EIN
- 35-0472300
- Plan number
- 511
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 282
- End-of-year plan assets
- $1,178,984
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 282 | H, C | 20241015121743NAL0056071042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,178,984
- Total liabilities (EOY)
- $12,534
- Net assets (EOY)
- $1,166,450
- Net assets (BOY)
- $1,619,140
Income & contributions
- Participant contributions
- $34,700
- Total contributions
- $35,432
- Total income / additions
- $67,854
Expenses & distributions
- Benefits paid
- $436,948
- Administrative expenses
- $83,596
- Total expenses
- $520,544
- Net increase / (decrease)
- -$452,690
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citrin Cooperman | AUDITOR | $28,350 | not reported in the loaded dataset | 2023 |
| Alight | NONE | $17,629 | not reported in the loaded dataset | 2023 |
| Medical Card Systems | NONE | $11,039 | not reported in the loaded dataset | 2023 |
| Merative (Formerly Ibm Watson) | NONE | $4,996 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Life Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Citrin Cooperman — Schedule C compensation
- Alight — Schedule C compensation
- Medical Card Systems — Schedule C compensation
- Merative (Formerly Ibm Watson) — Schedule C compensation