Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Life$338K
- Short-term disability$338K
- Long-term disability$338K
- Other$338K
- +2 more
Sponsor portfolio
LINCOLN INVESTMENT PLANNING, LLC
EIN 23-1702591financial servicesLatest filing 2025
Plans
2
Retirement
1
$116.5M assets
Welfare
1
$5.0M premiums
Participants
1,017
P.O. BOX 7654 - FORT WASHINGTON, PA 19034215-887-8111lincolninvestment.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 608 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA7%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN
401k
Assets$116.5M
Participants581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
LINCOLN INVESTMENT OMNIBUS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$5.0M
Covered lives608
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LINCOLN INVESTMENT 401(K) AND PROFIT SHARING PLAN | 401k | $116.5M | 581 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | LINCOLN INVESTMENT OMNIBUS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $5.0M | 608 | 2025 |
Retirement plans
Welfare plans