PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. LINCOLN NATIONAL LIFE INSURANCE COMPANY
Sponsor portfolioTH

LINCOLN NATIONAL LIFE INSURANCE COMPANY

EIN 35-0472300-Finance and Insurance-Latest filing 2024
Plans
10
Retirement
4
$339.4M assets
Welfare
6
$530K premiums
Participants
3,502
150 N. RADNOR-CHESTER ROAD - RADNOR, PA 19087484-583-1760
Plans on this EIN
10 filings
#006ESOP-$226.3M - 920 part#004TraditionalDB-$73.4M - 1,312 part#012ESOP-$29.0M - 314 part#005MoneyPurchase-$10.6M - 283 part#511Mixed-$308K - 350 lives#502Mixed-$162K - 110 lives#503Fully Insured-$53K - 56 lives#514Fully Insured-$4K - 20 lives#515Fully Insured-$3K - 30 lives#519Self Funded-0 lives

Retirement portfolio analytics

4 plans aggregated / $339.4M assets / 2,829 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • AGENTS' 401(K) Savings (#006)67%
  • LIFE INSURANCE COMPANY (#004)22%
  • MONEY PURCHASE PLAN (#012)9%
  • MONEY PURCHASE PLAN (#005)3%
Total $339.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • (Not disclosed)78%
  • MORNEAU SHEPELL22%
Total $339.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LIFE INSURANCE COMPANY (#004)1,312
  • AGENTS' 401(K) Savings (#006)920
  • MONEY PURCHASE PLAN (#012)314
  • MONEY PURCHASE PLAN (#005)283
Total 2,829Click row to drill in

Benefits portfolio analytics

6 plans / $530K premiums / 566 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$458K
  • Long-term disability$53K
  • Vision$12K
  • Short-term disability$7K
Total $530K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $530K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $7K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

LNL AGENTS' 401(K) SAVINGS PLAN

ESOP

Assets$226.3M
Participants920
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

TraditionalDB

Assets$73.4M
Participants1,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

LNL ABGA MONEY PURCHASE PLAN

ESOP

Assets$29.0M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

LNL MONEY PURCHASE PLAN

MoneyPurchase

Assets$10.6M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTS

Mixed - LINCOLN NATIONAL LIFE INSURANCE CO

Premiums$308K
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LINCOLN NATIONAL LIFE INSURANCE CO AGENTS LIFE, HEALTH & ACCIDENT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$162K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

LINCOLN NATIONAL LIFE INS CO AGENTS LONG TERM DISABILITY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$53K
Covered lives56
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' CRITICAL ILLNESS INSURANCE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$4K
Covered lives20
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' VOLUNTARY ACCIDENT INSURANCE

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$3K
Covered lives30
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519

LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' EMPLOYEE ASSISTANCE PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
006LNL AGENTS' 401(K) SAVINGS PLANESOP$226.3M9202024
004AGENTS RETIREMENT PLAN OF THE LINCOLN NATIONAL LIFE INSURANCE COMPANYTraditionalDB$73.4M1,3122024
012LNL ABGA MONEY PURCHASE PLANESOP$29.0M3142024
005LNL MONEY PURCHASE PLANMoneyPurchase$10.6M2832024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
511LINCOLN NATIONAL LIFE INSURANCE CO LIFE & HEALTH PLAN FOR RETIRED AGENTSMixedLINCOLN NATIONAL LIFE INSURANCE CO$308K3502024
502LINCOLN NATIONAL LIFE INSURANCE CO AGENTS LIFE, HEALTH & ACCIDENT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$162K1102024
503LINCOLN NATIONAL LIFE INS CO AGENTS LONG TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$53K562024
514LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' CRITICAL ILLNESS INSURANCE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$4K202024
515LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' VOLUNTARY ACCIDENT INSURANCEFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$3K302024
519LINCOLN NATIONAL LIFE INSURANCE COMPANY AGENTS' EMPLOYEE ASSISTANCE PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica