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Original filing (PDF)20251009133944NAL0003958627001
LINCOLN NATIONAL CORPORATION
Form 5500
FILING_RECEIVED
LINCOLN NATIONAL CORPORATION RETIREMENT PLAN FOR EMPLOYEES HIRED PRIOR TO JANUARY 1 2008
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed11 service providers
Active participants
1,400
Accounts w/ balance
—
Plan assets (EOY)
$761.9M
Net assets (EOY)
$761.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 653% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINCOLN NATIONAL CORPORATION.
Plan sponsor
Name
LINCOLN NATIONAL CORPORATION
EIN
35-1140070
Address
150 N RADNOR CHESTER ROAD · RADNOR, PA · 19087
Phone
(484) 583-1760
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
LINCOLN NATIONAL CORPORATION BENEFITS COMMITTEE
EIN
35-1620788
City
RADNOR, PA
Phone
(484) 583-1760
Plan characteristics
Plan number
011
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsOther
11| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $874K | — |
| TELUS HEALTH | 52-1883918 | — | NONE | $861K | — |
| DELAWARE MANAGEMENT COMPANY | 23-2859590 | — | NONE | $562K | — |
| NISA | 48-1140940 | — | NONE | $451K | — |
| ALLIANCEBERNSTEIN | 13-4064930 | — | NONE | $185K | — |
| CALLAN ASSOCIATES | 94-2192581 | — | NONE | $153K | — |
| BUCK CONSULTANTS | 13-3954297 | — | NONE | $152K | — |
| LOOMIS | 04-3200030 | — | NONE | $113K | — |
| CURCIO WEBB | 36-4171366 | — | NONE | $64K | — |
| CITRIN COOPERMAN | 22-2428965 | — | NONE | $15K | — |
| STATE STREET | 04-1867445 | — | NONE | $11K | — |
Investments
1 pooled fund· $761.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LIN. NAT CORP EMPL RETIREMENT TRUST LINCOLN NATIONAL CORPORATION · EIN 35-1140070 / PN 001 | Master Trust | $761.9M | 100.0% |