Lnc Employees' 401(K) Savings Plan — 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, Lnc Employees' 401(K) Savings Plan is a benefit plan reported by Lincoln National Corporation under EIN 35-1140070 and plan number 009. The latest loaded filing year is 2023. The filing reports 18,005 participants and $3,209,721,731 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
009
Plan type
2
Location
Radnor, PA
Latest filing year
2023
Participants
18,005
End-of-year plan assets
$3,209,721,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318,005H, C20240716085835NAL0001410259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,209,721,731
Total liabilities (EOY)
$0
Net assets (EOY)
$3,209,721,731
Net assets (BOY)
$2,801,217,746

Income & contributions

Employer contributions
$110,572,142
Participant contributions
$98,135,656
Total contributions
$232,232,272
Total income / additions
$662,899,714

Expenses & distributions

Benefits paid
$254,186,370
Administrative expenses
$194,665
Total expenses
$254,392,375
Net increase / (decrease)
$408,507,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Callan AssociatesCONSULTANT$157,165not reported in the loaded dataset2023
Citrin Cooperman & Company, LlpAUDITOR$37,500not reported in the loaded dataset2023

Related Form 5500 pages