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LINCOLN NATIONAL CORPORATION

EIN 35-1140070-financial services-Latest filing 2024
Plans
13
Retirement
3
$4.28B assets
Welfare
10
$12.9M premiums
Participants
96,097
150 N. RADNOR-CHESTER ROAD - RADNOR, PA 19087484-583-1760lincolnfinancial.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
13 filings
#009ESOP-$3.52B - 17,050 part#011CashBalance-$761.9M - 12,960 part#052MoneyPurchase-$123K - 3 part#501Mixed-$7.6M - 9,767 lives#504Fully Insured-$2.5M - 9,767 lives#512Fully Insured-$985K - 4,671 lives#516Fully Insured-$663K - 3,632 lives#510Mixed-$544K - 1,794 lives#513Fully Insured-$541K - 5,274 lives#505Fully Insured-9,767 lives#506Self Funded-0 lives#508Self Funded-0 lives#555Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $4.28B assets / 30,013 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • EMPLOYEES' 401(K) Savings (#009)82%
  • JANUARY 1 2008 (#011)18%
  • GUARANTEE LIFE INSURANCE (#052)0%
Total $4.28BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
82%top
  • (Not disclosed)82%
  • MORNEAU SHEPELL18%
Total $4.28BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' 401(K) Savings (#009)17,050
  • JANUARY 1 2008 (#011)12,960
  • GUARANTEE LIFE INSURANCE (#052)3
Total 30,013Click row to drill in

Benefits portfolio analytics

10 plans / $12.9M premiums / 44,672 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$7.0M
  • Long-term disability$2.5M
  • Short-term disability$1.5M
  • Vision$871K
  • Health$663K
  • Stop-loss$330K
Total $12.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY97%
  • AETNA LIFE INSURANCE COMPANY3%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
Total $12.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $154K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#009

LNC EMPLOYEES' 401(K) SAVINGS PLAN

ESOP

Assets$3.52B
Participants17,050
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008

CashBalance

Assets$761.9M
Participants12,960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#052

RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCE

MoneyPurchase

Assets$123K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LINCOLN NATIONAL CORPORATION EMPLOYEES LIFE, HEALTH & ACCIDENT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$7.6M
Covered lives9,767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LINCOLN NATIONAL CORPORATION EMPLOYEES LONG TERM DISABILTY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INS COMPANY

Premiums$2.5M
Covered lives9,767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

LINCOLN NATIONAL CORPORATION EMPLOYEES' CRITICAL ILLNESS INSURANCE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$985K
Covered lives4,671
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516

LNC EMPLOYEES' HOSPITAL INDEMNITY INS PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$663K
Covered lives3,632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

LINCOLN NATIONAL CORPORATION LIFE AND HEALTH PLAN FOR RETIRED EMPLOYEES

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$544K
Covered lives1,794
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#513

LINCOLN NATIONAL CORPORATION EMPLOYEES' VOLUNTARY ACCIDENT INSURANCE PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$541K
Covered lives5,274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

LINCOLN NATIONAL CORPORATION EMPLOYEES' TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$0
Covered lives9,767
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

LINCOLN NATIONAL CORPORATION EMPLOYEES HEALTH CARE EXPENSE ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

LINCOLN NATIONAL CORPORATION EMPLOYEES SHORT TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#555

LINCOLN NATIONAL CORPORATION SEVERANCE PAY PLAN

Self Funded

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
009LNC EMPLOYEES' 401(K) SAVINGS PLANESOP$3.52B17,0502024
011LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008CashBalance$761.9M12,9602024
052RETIREMENT PLAN FOR AGENTS OF GUARANTEE LIFE INSURANCEMoneyPurchase$123K32024

Welfare plans10

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LINCOLN NATIONAL CORPORATION EMPLOYEES LIFE, HEALTH & ACCIDENT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$7.6M9,7672024
504LINCOLN NATIONAL CORPORATION EMPLOYEES LONG TERM DISABILTY PLANFully InsuredLINCOLN NATIONAL LIFE INS COMPANY$2.5M9,7672024
512LINCOLN NATIONAL CORPORATION EMPLOYEES' CRITICAL ILLNESS INSURANCE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$985K4,6712024
516LNC EMPLOYEES' HOSPITAL INDEMNITY INS PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$663K3,6322024
510LINCOLN NATIONAL CORPORATION LIFE AND HEALTH PLAN FOR RETIRED EMPLOYEESMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$544K1,7942024
513LINCOLN NATIONAL CORPORATION EMPLOYEES' VOLUNTARY ACCIDENT INSURANCE PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$541K5,2742024
505LINCOLN NATIONAL CORPORATION EMPLOYEES' TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$09,7672024
506LINCOLN NATIONAL CORPORATION EMPLOYEES HEALTH CARE EXPENSE ACCOUNTSelf Funded-$002024
508LINCOLN NATIONAL CORPORATION EMPLOYEES SHORT TERM DISABILITY PLANSelf Funded-$002024
555LINCOLN NATIONAL CORPORATION SEVERANCE PAY PLANSelf Funded-$002024
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