Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
TraditionalDB
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGINEERED PROFILES 401K PLAN | 401k | $16.2M | 356 | 2025 | |
| 002 | ENGINEERED PROFILES LLC RETIREMENT PLAN | TraditionalDB | $7.0M | 130 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENGINEERED PROFILES LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $517K | 412 | 2025 |