Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINCOLN
EIN 94-1156501Health Care and Social AssistanceLatest filing 2025
Plans
4
Retirement
3
$16.6M assets
Welfare
1
$2.1M premiums
Participants
843
150 LINDEN STREET - OAKLAND, CA 94607510-273-4700
Retirement portfolio analytics
3 plans aggregated / $16.6M assets / 599 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
95%top
- AMERICAN UNITED LIFE INSURANCE CO95%
- (Not disclosed)5%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 269 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
71%top
- KAISER FOUNDATION HEALTH PLAN INC71%
- SUTTER HEALTH PLAN19%
- SUN LIFE ASSURANCE COMPANY OF CANADA8%
- CONCERN EAP1%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
82%top
- M & O AGENCIES INC82%
- THE MAHONEY GROUP18%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
LINCOLN NON-UNION PENSION PLAN
MoneyPurchase
Assets$10.4M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#006
LINCOLN NON-UNION 403B PLAN
403b
Assets$5.4M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007
LINCOLN UNION 401K PLAN
401k
Assets$822K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LINCOLN WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$2.1M
Covered lives269
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | LINCOLN NON-UNION PENSION PLAN | MoneyPurchase | $10.4M | 290 | 2024 | |
| 006 | LINCOLN NON-UNION 403B PLAN | 403b | $5.4M | 242 | 2024 | |
| 007 | LINCOLN UNION 401K PLAN | 401k | $822K | 67 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LINCOLN WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $2.1M | 269 | 2025 |
Retirement plans
Welfare plans