LINCOLN NATIONAL CORPORATION
161 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1,001-88 YoYRank #29 of mapped providers
Assets under administration$96.1B0.1%Market share · rank #141
Fees received$77MMedian $37,073/planSum across Schedule C direct + indirect
Net wins YoY-81113 won · 194 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical LINCOLN NATIONAL CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where LINCOLN NATIONAL CORPORATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Participant loan processing; Float revenue; Other insurance fees and expenses; Contract Administrator; Finders' fees / placement fees; Other investment fees and expenses; Distribution (12b-1) fees; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Copying and duplicatingCode 13 | 848 | $38,481 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping feesCode 15 | 44 | $33,277 | |
Other fees; Investment advisory (plan)Code 27 | 31 | $19,396 | |
Recordkeeping feesCode 64 | 14 | $34,777 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing)Code 10 | 10 | $42,154 | |
Other commissionsCode 55 | 9 | $0 | |
Other feesCode 99 | 9 | $14,987 | |
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 8 | $17,255 |
Competitor overlap
Percent of LINCOLN NATIONAL CORPORATION's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under LINCOLN NATIONAL CORPORATION.
| Sponsor | From | Assets |
|---|---|---|
MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC.GA · 582057721-005 | EQUITABLE ADVISORS LLC | $395M |
OPEX CORPORATIONNJ · 222013892-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $194M |
WOMAN'S HOSPITAL FOUNDATIONLA · 720652905-008 | METLIFE LIFE INSURANCE COMPANY | $192M |
EWINGCOLE, INC.PA · 231891628-002 | THE VANGUARD GROUP, INC. | $186M |
ERMCO, INC.IN · 351071084-004 | GREATBANC TRUST COMPANY | $151M |
WOMAN'S HOSPITAL FOUNDATIONLA · 720652905-009 | NATIONAL FINANCIAL SERVICES | $143M |
MARYLAND INSTITUTE COLLEGE OF ARTMD · 520591661-001 | SB & COMPANY, LLC | $120M |
CAROLINA DEALERSHIPS INC.NC · 200465434-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $112M |
BOARD OF TRUSTEES OF THE UW OF A DEFERRED COMPENSATION PLANMI · 061822042-001 | WATKINS PAWLICK CALATI & PRIFTI, PC | $100M |
RETAIL ASSOCIATION OF MAINEME · 010165117-333 | ATLAS PENSION ADMINISTRATORS, INC | $77M |
Plans lost in 2024
Appeared last year under LINCOLN NATIONAL CORPORATION; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AB FUNDS | $19.6B |
UNIVERSITY OF MIAMIFL · 590624458-002 | TIAA | $758M |
ELANCO US, INC.IN · 562002553-001 | SHEPHERD FINANCIAL INVESTMENT ADVIS | $620M |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-002 | MAMMINI COMPANY INC. | $592M |
MODERN TECHNOLOGY SOLUTIONS INCVA · 541670018-001 | LPL FINANCIAL | $324M |
ASM RESEARCH LLCVA · 541385056-002 | GLOBAL RETIREMENT PARTNERS LLC | $211M |
COMMUNITY HEALTH NETWORK, INC.IN · 350983617-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $161M |
MEGALODON MIDCO, LLCMI · 873643212-003 | OSAIC WEALTH INC | $145M |
SUNTEC CONCRETE, INC.AZ · 860864047-001 | LPL FINANCIAL | $140M |
PACIFIC PREMIER BANKCA · 953811107-001 | OSAIC WEALTH INC | $115M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $7,978 | 5y | 1 |
THE NEW YORK-PRESBYTERIAN HOSPITALNY · 133957095-004 | $4.8B | 72,256 | $4,936 | 5y | 1 |
SENTARA HEALTHVA · 521271901-003 | $3.7B | 43,573 | $6,330 | 9y | - |
WILLIAM BEAUMONT HOSPITALMI · 381459362-002 | $3.0B | 48,125 | $12,750 | 6y | 1 |
THE MEDICAL COLLEGE OF WISCONSIN, INC.WI · 390806261-001 | $2.6B | 9,960 | $675 | 10y | 1 |
MAINEHEALTH SERVICESME · 010431680-002 | $2.5B | 34,449 | $2M | 8y | 1 |
FROEDTERT THEDACARE HEALTH, INC.WI · 392014409-003 | $2.2B | 20,574 | $965,744 | 7y | 1 |
UNIVERSITY OF MIAMIFL · 590624458-005 | $2.1B | 19,738 | $0 | 8y | 1 |
LEGACY HEALTHOR · 237426300-003 | $2.0B | 20,439 | $286,793 | 10y | 1 |
CHRISTIANA CARE HEALTH SERVICES INCDE · 510103684-002 | $1.9B | 18,962 | $2M | 10y | 1 |
Flag exposure
87.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (161)
Raw Schedule C names collapsed into LINCOLN NATIONAL CORPORATION.
- LIINCOLN FINANCIAL ADVISORS CORP
- LINCLN RETIREMENT
- LINCOL FINANCIAL ADVISORS CORP
- LINCOLN
- LINCOLN - APS
- LINCOLN - PENFACTS
- LINCOLN APS
- LINCOLN BENEFITS GROUP
- LINCOLN CORPORATION
- LINCOLN DOUGLAS INVESTMENTS LLC
- LINCOLN FIANANCIAL ADVISORS CORP
- LINCOLN FIN ADVISORS COR
- LINCOLN FINACIAL ADVISORS
- LINCOLN FINAMCIAL ADVISORS
- LINCOLN FINANACIAL ADVISORS COR
- LINCOLN FINANACIAL CORPORATION
- LINCOLN FINANCIAL
- LINCOLN FINANCIAL ADIVISORS
- LINCOLN FINANCIAL ADV CORP
- LINCOLN FINANCIAL ADVISERS
- LINCOLN FINANCIAL ADVISERS CORP.
- LINCOLN FINANCIAL ADVISERS LLC
- LINCOLN FINANCIAL ADVISOR
- LINCOLN FINANCIAL ADVISORS
- LINCOLN FINANCIAL ADVISORS COMP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for LINCOLN NATIONAL CORPORATION's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 26 | 2.60% | 7.76% | -5.16 pp |
| Fidelity bond gap | 33 | 3.30% | 26.94% | -23.64 pp |
| Late contributions | 243 | 24.28% | 1.71% | +22.56 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 259 | 25.87% | 1.76% | +24.12 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LINCOLN NATIONAL CORPORATION. Compare to the incumbent market share (1.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-1.5 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).