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Sponsor portfolio

LINCOLN INTERNATIONAL LLC

EIN 36-4072923-investment banking-Latest filing 2025
Plans
2
Retirement
1
$105.0M assets
Welfare
1
$8.9M premiums
Participants
1,573
110 NORTH WACKER DRIVE, 51ST FLOOR - CHICAGO, IL 60606312-580-8339lincolninternational.comLinkedIn501-1000 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$105.0M - 902 part#501Fully Insured-$8.9M - 1,123 lives

Benefits portfolio analytics

1 plan / $8.9M premiums / 1,123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.0M
  • Other$462K
  • Life$439K
  • Dental$394K
  • Short-term disability$344K
  • Long-term disability$344K
  • +1 more
Total $8.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
  • ALLONE HEALTH0%
  • +1 more
Total $8.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $346K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LINCOLN INTERNATIONAL LLC 401(K) PLAN

401k

Assets$105.0M
Participants902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LINCOLN INTERNATIONAL LLC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$8.9M
Covered lives1,123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LINCOLN INTERNATIONAL LLC 401(K) PLAN401k$105.0M9022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LINCOLN INTERNATIONAL LLC EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$8.9M1,1232025
Retirement plans
Welfare plans
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