Lincoln Investment Planning LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lincoln Investment Planning LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $264,193 and reported indirect compensation totals $39,621.
Reported compensation summary
- Reported direct compensation
- $264,193
- Reported indirect compensation
- $39,621
- Total reported compensation
- $303,814
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Mariposa Community Health Center, Inc. | AZ | 1 | $98,730 |
| Preformed Line Products Company | OH | 1 | $59,968 |
| Continental Paving, Inc. | NH | 1 | $47,207 |
| General Insulation Company, Inc. | MA | 1 | $39,621 |
| Severino Trucking Co., Inc. | NH | 1 | $23,221 |
| Board Of Trustees, Sheet Metal Workers Local 206 | CA | 1 | $16,297 |
| Moria Development Dba Peoples Mortgage | AZ | 1 | $11,250 |
| Board Of Trustees, Labor Alliance Managed Trust Fund | CA | 1 | $7,520 |
| Unified Defense Holdings, LLC | GA | 1 | $0 |
State footprint
Plans reporting Lincoln Investment Planning LLC are sponsored in AZ (2), CA (2), NH (2), GA (1), MA (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mariposa Community Health Center, Inc. | Mariposa Community Health Center, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $98,730 | not reported in the loaded dataset |
| Preformed Line Products Company | Preformed Line Products Company Profit Sharing Plan | 2023 | $59,968 | not reported in the loaded dataset |
| Continental Paving, Inc. | Continental Paving, Inc. Profit Sharing Plan | 2023 | $47,207 | not reported in the loaded dataset |
| General Insulation Company, Inc. | General Insulation Company 401(K) Profit Sharing Plan | 2023 | $0 | $39,621 |
| Severino Trucking Co., Inc. | Severino Trucking Co. Inc. 401(K) Plan & Trust | 2023 | $23,221 | not reported in the loaded dataset |
| Board Of Trustees, Sheet Metal Workers Local 206 | Sheet Metal Workers Local 206 Health Benefit Trust | 2023 | $16,297 | not reported in the loaded dataset |
| Moria Development Dba Peoples Mortgage | Peoples Mortgage 401k Plan | 2023 | $11,250 | not reported in the loaded dataset |
| Board Of Trustees, Labor Alliance Managed Trust Fund | Labor Alliance Managed Trust Fund | 2023 | $7,520 | not reported in the loaded dataset |
| Unified Defense Holdings, LLC | Unified Defense Holdings, LLC 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Mariposa Community Health Center, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Mariposa Community Health Center, Inc. — all reported plans
- Preformed Line Products Company Profit Sharing Plan (plan 001)
- Preformed Line Products Company — all reported plans
- Continental Paving, Inc. Profit Sharing Plan (plan 001)
- Continental Paving, Inc. — all reported plans
- General Insulation Company 401(K) Profit Sharing Plan (plan 001)
- General Insulation Company, Inc. — all reported plans
- Severino Trucking Co. Inc. 401(K) Plan & Trust (plan 001)
- Severino Trucking Co., Inc. — all reported plans
- Sheet Metal Workers Local 206 Health Benefit Trust (plan 501)
- Board Of Trustees, Sheet Metal Workers Local 206 — all reported plans
- Peoples Mortgage 401k Plan (plan 001)
- Moria Development Dba Peoples Mortgage — all reported plans
- Labor Alliance Managed Trust Fund (plan 501)
- Board Of Trustees, Labor Alliance Managed Trust Fund — all reported plans
- Unified Defense Holdings, LLC 401(K) Plan (plan 001)
- Unified Defense Holdings, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources