Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $36,436 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $22,714 |
12 funds of $250K or more; 19 lines in all, holding $12.3M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Nuveen Lifecycle Index, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.9M | 31.5% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $2.1M | 17.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.4M | 11.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $943K | 7.7% |
| New Perspective Fund Capital Group · Mutual fund | $714K | 5.8% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $586K | 4.8% |
| Western Asset Core Bond Fund Franklin Templeton · Mutual fund | $569K | 4.6% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $508K | 4.1% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $327K | 2.7% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $271K | 2.2% |
Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundNuveen Lifecycle Index 2030 Trust to Nuveen Lifecycle Index 2030 Fund | $938K to $3.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.