LINCOLN NATIONAL CORPORATION EMPLOYEES RETIREMENT TRUST
Employee benefit plan
Signals · 1
11 service providers
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$838.7M
Net assets (EOY)
$835.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
Above-average plan
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
28
Plan health
n/a
Vendor & structure
100
Knocking points off
Total administrative cost in the bottom quartile of peers (16th percentile).
Helping the score
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINCOLN NATIONAL CORPORATION.
22 direct securities · 2 pooled funds· $72.1M(9% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
