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Sponsor portfolioWelfare / HealthEIN 61-0260720

LINCOLN NATIONAL BANK

41 LINCOLN SQUARE · HODGENVILLE, KY 427481552
2703584116
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$173K
No prior year
Persons covered
149
No prior year
Total participants
107
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$173K
LINCOLN NATIONAL BANK HEALTH & WELFARE PLAN
Mixed149 covered·4 carriers
Primary: DELTA DENTAL OF KENTUCKY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$82K32.2%
Other$82K32.2%
Dental$52K20.3%
Long-term disability$16K6.1%
Short-term disability$13K5.1%
Vision$10K4.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$69K40.1%13104
DELTA DENTAL OF CALIFORNIA
EIN 610659432
DV
$62K36.0%12149
AFLAC
EIN 822723296
LOth
$36K20.8%1131
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
LOth
$5K3.0%118

Broker overview

27 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CIS INSURANCE & INVESTMENTSLOUISVILLE, KYSTANDARD INSURANCE COMPANY, DELTA DENTAL OF KENTUCKY, AFLAC$13K$0$13K58.1%1
KATIE S BARNESELIZABETHTOWN, KYAFLAC$3K$130$3K15.4%1
CHRISTY FERGUSONMAGNOLIA, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1K$528$2K8.9%1
AUTUMN NICHOLSELIZABETHTOWN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$497$719$1K5.4%1
PHILIP D BLAKEMANELIZABETHTOWN, KYAFLAC$618$25$6432.9%1
JOE AUSTIN SUMNERLOUISVILLE, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$349$105$4542.0%1
CHRISTOPHER MICHAEL BENNETTRADCLIFF, KYAFLAC$406$2$4081.8%1
PAULA WINCHELLSUMMER SHADE, KYAFLAC$264$2$2661.2%1
MONICA RAPINIHAMBURG, NYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$170$83$2531.1%1
TYLER M TRAVISGLASBOW, KYAFLAC$161$0$1610.7%1
CRYSTAL ROSA VERTREESELIZABETHTOWN, KYAFLAC$139$0$1390.6%1
DAVID LUURTSEMAELIZABETHTOWN, KYAFLAC$111$25$1360.6%1
MARK GALVIN LLCELIZABETHTOWN, KYAFLAC$123$0$1230.5%1
KENBANC INSURANCE INCLOUISVILLE, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$33$0$330.1%1
CHRISTOPER BARNESSONORA, KYAFLAC$33$0$330.1%1
THE SNYDER BENEFITS FIRM LLCMCKINNEY, TXAFLAC$24$0$240.1%1
DARRYL J YOUNGFRANKLIN, KYAFLAC$20$0$200.1%1
R AARON WRIGHTPROSPECT, KYAFLAC$17$0$170.1%1
JAMES A RIEDTAYLORSVILLE, KYAFLAC$13$0$130.1%1
BROCK POWELLGREEN COVE SPRINGS, FLAFLAC$12$0$120.1%1
ROGER LEE HOWELLLOUISVILLE, KYAFLAC$11$0$110.0%1
STACEY LYN CASTELLANETANEW LENOX, ILAFLAC$3$0$30.0%1
JEFFREY D HARNEDLOUISVILLE, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$2$0$20.0%1
WILLIAM JACK MITCHELL JRNORTH PLATTE, NECOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1$0$10.0%1
BILODEAU INCGOSHEN, KYCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$1$0$10.0%1
CLIFFORD FRANKLIN BROOKSWHITLEY CITY, KYAFLAC$1$0$10.0%1
DENNIS HARTINTAMPA, FLAFLAC$1$0$10.0%1

History & trajectory

6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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