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  • Retirement analytics
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Filings through Oct 24, 2026.

Lincoln

EIN 94-1156501-Health Care and Social Assistance-Latest filing 2025
Plans
4
Retirement
3
$19.3M assets
Health & Benefits
1
$2.1M premiums
Participants
835
150 LINDEN STREET - OAKLAND, CA 94607510-273-4700
Plans on this EIN
4 filings
#005Money purchase-$12.0M - 287 part#006403(b)-$6.4M - 237 part#007401(k)-$822K - 67 part#501Fully insured-$2.1M - 269 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

3 plans aggregated / $19.3M assets / 591 participants

Assets by plan

Share of aggregate retirement assets

  • LINCOLN NON-UNION PENSION (#005)$12.0M
  • NON-UNION 403B PLAN (#006)$6.4M
  • UNION 401K PLAN (#007)$822K
Total $19.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • LINCOLN NON-UNION PENSION (#005)287
  • NON-UNION 403B PLAN (#006)237
  • UNION 401K PLAN (#007)67
Total 591Select a row to open it

Benefits portfolio analytics

1 plan / $2.1M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Other$199K
  • Dental$175K
  • Life$175K
  • Long-term disability$175K
  • +1 more
Total $2.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#005

LINCOLN NON-UNION PENSION PLAN

Money purchase

Assets$12.0M
Participants287
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

LINCOLN NON-UNION 403B PLAN

403(b)

Assets$6.4M
Participants237
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

LINCOLN UNION 401K PLAN

401(k)

Assets$822K
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

LINCOLN WELFARE BENEFIT PLAN

Fully insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$2.1M
Covered lives269
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#005LINCOLN NON-UNION PENSION PLANMoney purchase$12.0M2872025
#006LINCOLN NON-UNION 403B PLAN403(b)$6.4M2372025
#007LINCOLN UNION 401K PLAN401(k)$822K672025
  • LINCOLN NON-UNION PENSION PLAN$12.0M
    #005 · Money purchase · 2025287
  • LINCOLN NON-UNION 403B PLAN$6.4M
    #006 · 403(b) · 2025237
  • LINCOLN UNION 401K PLAN$822K
    #007 · 401(k) · 202567

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501LINCOLN WELFARE BENEFIT PLANFully insuredKAISER FOUNDATION HEALTH PLAN INC$2.1M2692025
  • LINCOLN WELFARE BENEFIT PLAN$2.1M
    #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025269
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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