Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$82K
- Other$82K
- Dental$52K
- Long-term disability$16K
- Short-term disability$13K
- Vision$10K
Sponsor portfolio
LINCOLN NATIONAL BANK
EIN 61-0260720bankingLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$173K premiums
Participants
214
41 PUBLIC SQ - HODGENVILLE, KY 427481552270-358-4116elite-auto-group.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $173K premiums / 149 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- STANDARD INSURANCE COMPANY40%
- DELTA DENTAL OF CALIFORNIA36%
- AFLAC21%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
58%top
- CIS INSURANCE & INVESTMENTS58%
- KATIE S BARNES15%
- CHRISTY FERGUSON9%
- AUTUMN NICHOLS5%
- PHILIP D BLAKEMAN3%
- +3 more
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 NATIONAL BANK RETIREMENT SAVINGS PLAN
401k
Assets$8.6M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LINCOLN NATIONAL BANK HEALTH & WELFARE PLAN
Mixed - DELTA DENTAL OF KENTUCKY
Premiums$173K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LINCOLN NATIONAL BANK RETIREMENT SAVINGS PLAN | 401k | $8.6M | 107 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LINCOLN NATIONAL BANK HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL OF KENTUCKY | $173K | 149 | 2025 |
Retirement plans
Welfare plans