Lincoln National Corporation Employees Retirement Trust — Form 5500 plan (Lincoln National Corporation)
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 Corporation Employees Retirement Trust is a benefit plan reported by Lincoln National Corporation under EIN 35-1140070 and plan number 002. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $871,455,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lincoln National Corporation
- EIN
- 35-1140070
- Plan number
- 002
- Plan type
- 4
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $871,455,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240807111818NAL0003590161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $871,455,646
- Total liabilities (EOY)
- $4,771,742
- Net assets (EOY)
- $866,683,904
- Net assets (BOY)
- $878,909,411
Income & contributions
- Total contributions
- $0
- Total income / additions
- $94,004,854
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $3,880,404
- Total expenses
- $3,880,404
- Net increase / (decrease)
- $90,124,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Telus Health | NONE | $998,010 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $703,282 | not reported in the loaded dataset | 2023 |
| Macquarie Investment Management | NONE | $680,380 | not reported in the loaded dataset | 2023 |
| Buck Global, LLC | NONE | $606,044 | not reported in the loaded dataset | 2023 |
| Nisa | NONE | $456,984 | not reported in the loaded dataset | 2023 |
| Alliancebernstein | NONE | $189,657 | not reported in the loaded dataset | 2023 |
| Callan, LLC | NONE | $164,342 | not reported in the loaded dataset | 2023 |
| Loomis Sayles | NONE | $131,514 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman | NONE | $32,025 | not reported in the loaded dataset | 2023 |
| Curcio Webb | NONE | $28,419 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Co | NONE | $18,275 | not reported in the loaded dataset | 2023 |
| Mitchell & Titus | NONE | $3,775 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lincoln National Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Telus Health — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Macquarie Investment Management — Schedule C compensation
- Buck Global, LLC — Schedule C compensation
- Nisa — Schedule C compensation
- Alliancebernstein — Schedule C compensation
- Callan, LLC — Schedule C compensation
- Loomis Sayles — Schedule C compensation
- Citrin Cooperman — Schedule C compensation
- Curcio Webb — Schedule C compensation
- State Street Bank & Trust Co — Schedule C compensation
- Mitchell & Titus — Schedule C compensation