Epifania Estrada signed Lincoln's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lincoln's EIN is 94-1156501.
Download the official 2024 Form 5500 (PDF) for Lincoln from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lincoln's plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $1K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.1M | 97.0% | |
| American Funds | Mutual Funds | — | $0 | $1.8M | 17.0% | |
| American Funds | Mutual Funds | — | $0 | $1.7M | 15.9% | |
| American Funds | Mutual Funds | — | $0 | $1.5M | 14.2% | |
| American Funds | Mutual Funds | — | $0 | $1.4M | 13.6% | |
| American Funds | Mutual Funds | — | $0 | $870K | 8.4% | |
| American Funds | Mutual Funds | — | $0 | $730K | 7.0% | |
| American Funds | Mutual Funds | — | $0 | $648K | 6.2% | |
| Fidelity | Mutual Funds | — | $0 | $361K | 3.5% | |
| American Funds | Mutual Funds | — | $0 | $252K | 2.4% | |
| Defined Contribution Pension Plan for Employees of Lincoln | Other securities | — | — | $192K | 1.8% | |
| American Funds | Mutual Funds | — | $0 | $167K | 1.6% | |
| American Funds | Mutual Funds | — | $0 | $148K | 1.4% | |
| Vanguard | Mutual Funds | — | $0 | $129K | 1.2% | |
| Vanguard | Mutual Funds | — | $0 | $103K | 1.0% | |
| Vanguard | Mutual Funds | — | $0 | $67K | 0.6% | |
| Vanguard | Mutual Funds | — | $0 | $56K | 0.5% | |
| American United Life Insurance Company | Common Stocks | — | $0 | $55K | 0.5% | |
| Vanguard | Mutual Funds | — | $0 | $37K | 0.4% | |
| American Funds | Mutual Funds | — | $0 | $34K | 0.3% | |
| Vanguard | Mutual Funds | — | $0 | $33K | 0.3% | |
| Prudential | Other securities | — | $0 | $33K | 0.3% | |
| Victory | Other securities | — | $0 | $24K | 0.2% | |
| American Funds | Mutual Funds | — | $0 | $21K | 0.2% | |
| American Funds | Mutual Funds | — | $0 | $21K | 0.2% | |
| Victory | Other securities | — | $0 | $21K | 0.2% | |
| Prudential | Other securities | — | $0 | $16K | 0.2% | |
| Franklin/Templeton | Mutual Funds | — | $0 | $5K | <0.1% | |
| American Funds | Mutual Funds | — | $0 | $95 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
