LINCOLN RETIREMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
93
Active participants
50,182
Total plan assets
$4.2B
Filings (rows)
94
Direct comp
$5.9M
Indirect comp
$0
Aggregating 6 name variants under "LINCOLN RETIREMENT"
SERVICES PROVIDED
Other45
Recordkeeper34
Custodian13
Advisor / Consultant1
TPA / Administrator1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| LINCOLN PATHBUILDER INCOME | 2 |
Top plans served
Showing top 94 of 93 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KALEIDA HEALTH CORPORATE BENEFITS KALEIDA HEALTH PENSION GROWTH PLAN | BUFFALO, NY | Advisor / Consultant ACTUARIAL | 5,268 | $708.0M | $95K |
| CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 2,333 | $614.7M | $164K |
| CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 2,129 | $599.3M | $159K |
| CHRISTIANA CARE HEALTH SERVICES, INC. CHRISTIANA CARE HEALTH SERVICES, INC. RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 2,416 | $598.5M | $171K |
| FIRST SAVINGS MORTGAGE CORPORATION FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN | MCLEAN, VA | Other SERVICE PROVIDER | 153 | $63.3M | $74K |
| GREATER LAWRENCE FAMILY HEALTH CENTER, INC. GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN | METHUEN, MA | Recordkeeper RECORDKEEPER | 784 | $57.6M | $122K |
| BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN I.B.E.W. LOCAL 1253 RETIREMENT PLAN | NEWPORT, ME | Other NONE | 565 | $54.9M | $58K |
| FIRST SAVINGS MORTGAGE CORPORATION FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN | MCLEAN, VA | Other SERVICE PROVIDER | 157 | $54.3M | $83K |
| GREENPATH, INC. GREENPATH, INC. 403(B) RETIREMENT PLAN | FARMINGTON HILLS, MI | Other SERVICE PROVIDER | 465 | $50.5M | $141K |
| BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN I.B.E.W. LOCAL 1253 RETIREMENT PLAN | NEWPORT, ME | Other NONE | 538 | $50.5M | $50K |
| GREATER LAWRENCE FAMILY HEALTH CENTER, INC. GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN | METHUEN, MA | Recordkeeper RECORDKEEPER | 739 | $49.0M | $99K |
| DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA, PA | Custodian CUSTODIAN | 827 | $47.5M | $87K |
| FIRST SAVINGS MORTGAGE CORPORATION FIRST SAVINGS MORTGAGE CORPORATION 401(K) SALARY REDUCTION PLAN | MCLEAN, VA | Other SERVICE PROVIDER | 166 | $45.3M | $101K |
| GREENPATH, INC. GREENPATH, INC. 403(B) RETIREMENT PLAN | FARMINGTON HILLS, MI | Other SERVICE PROVIDER | 501 | $43.1M | $122K |
| BD OF TRUSTEES I.B.E.W. LOCAL 1253 RETIREMENT PLAN I.B.E.W. LOCAL 1253 RETIREMENT PLAN | NEWPORT, ME | Other NONE | 477 | $42.6M | $48K |
| GREATER LAWRENCE FAMILY HEALTH CENTER, INC. GREATER LAWRENCE FAMILY HEALTH CENTER 403(B) PLAN | METHUEN, MA | Recordkeeper RECORDKEEPER | 737 | $41.6M | $99K |
| DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA, PA | Custodian CUSTODIAN | 789 | $40.6M | $39K |
| GREENPATH, INC. GREENPATH, INC. 403(B) RETIREMENT PLAN | FARMINGTON HILLS, MI | Other SERVICE PROVIDER | 480 | $35.0M | $101K |
| TRUSTEES OF BUFFALO LABORERS SECURITY FUND BUFFALO LABORERS SECURITY FUND | CHEEKTOWAGA, NY | Other N/A | 1,099 | $34.9M | $192K |
| LAMP RYNEARSON, INC. LAMP RYNEARSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OMAHA, MA | Recordkeeper RECORDKEEPER | 176 | $34.7M | $14K |
| DIAMOND DRUGS, INC. DIAMOND DRUGS, INC. 401(K) PLAN | INDIANA, PA | Custodian CUSTODIAN | 790 | $34.4M | $38K |
| KERBERROSE S.C. KERBERROSE S.C. 401(K) PROFIT SHARING PLAN | SHAWANO, WI | Recordkeeper RECORDKEEPER | 243 | $32.5M | $24K |
| GABRIEL BROTHERS, INC. GABRIEL BROTHERS, INC. 401(K) PLAN | MORGANTOWN, WV | Recordkeeper RECORDKEEPER | 3,604 | $31.2M | $149K |
| GABRIEL BROTHERS, INC. GABRIEL BROTHERS, INC. 401(K) PLAN | MORGANTOWN, WV | Recordkeeper RECORDKEEPER | 3,746 | $29.2M | $142K |
| LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG, PA | Other SERVICE PROVIDER | 254 | $28.2M | $98K |
| KERBERROSE S.C. KERBERROSE S.C. 401(K) PROFIT SHARING PLAN | SHAWANO, WI | Recordkeeper RECORDKEEPER | 227 | $27.0M | $22K |
| LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG, PA | Other SERVICE PROVIDER | 252 | $25.9M | $84K |
| CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC. CHRISTIANA CARE VISITING NURSE ASSOCIATION RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 74 | $24.7M | $16K |
| CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC. CHRISTIANA CARE VISITING NURSE ASSOCIATION RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 93 | $24.5M | $17K |
| CHRISTIANA CARE HOME HEALTH & COMMUNITY SERVICES, INC. CHRISTIANA CARE VISITING NURSE ASSOCIATION RETIREMENT PLAN | WILMINGTON, DE | Other NONE | 73 | $24.2M | $12K |
| CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 403(B) PLAN | CONWAY, SC | Other SERVICE PROVIDER | 1,863 | $23.2M | $28K |
| LOBAR, INC. LOBAR RETIREMENT PLAN | DILLSBURG, PA | Other SERVICE PROVIDER | 243 | $21.8M | $87K |
| UNIVERSITY GASTROENTEROLOGY, LLC UNIVERSITY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN | PROVIDENCE, RI | Other SERVICE PROVIDER | 88 | $21.7M | $51K |
| GABRIEL BROTHERS, INC. GABRIEL BROTHERS, INC. 401(K) PLAN | MORGANTOWN, WV | Recordkeeper RECORDKEEPER | 2,006 | $20.8M | $206K |
| NUSSBAUM TRANSPORTATION SERVICES, INC. NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST | HUDSON, IL | Other SERVICE PROVIDER | 852 | $19.6M | $57K |
| A.J. JERSEY, INC. A.J. JERSEY, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN | SOUTH PLAINFIELD, NJ | Other | 177 | $19.2M | $104K |
| UNIVERSITY GASTROENTEROLOGY, LLC UNIVERSITY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN | PROVIDENCE, RI | Other SERVICE PROVIDER | 83 | $19.0M | $52K |
| A.J. JERSEY, INC. A.J. JERSEY, INC. EMPLOYEES PROFIT SHARING 401(K) PLAN | SOUTH PLAINFIELD, NJ | Other | 171 | $18.6M | $102K |
| PARKWAY C & A, LP PARKWAY C & A, LP 401(K) SAVINGS PLAN | LEWIS, TX | Recordkeeper RECORDKEEPER | 345 | $18.4M | $108K |
| FALVEY LINEN SUPPLY, INC. FALVEY LINEN SUPPLY, INC. 401(K) RETIREMENT PLAN | CRANSTON, RI | Other SERVICE PROVIDER | 317 | $17.8M | $15K |
| PARKWAY C & A, LP PARKWAY C & A, LP 401(K) SAVINGS PLAN | LEWIS, TX | Recordkeeper RECORDKEEPER | 311 | $17.4M | $59K |
| LUTHERAN HIGH SOUTH-ORANGE COUNTY,INC. DBA CREAN LUTHERAN HIGH SCHOOL CREAN LUTHERAN HIGH SCHOOL 403(B) PLAN | IRVINE, CA | Other SERVICE PROVIDER | 304 | $17.3M | $116K |
| A.J. JERSEY, INC. A.J. JERSEY, INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | SOUTH PLAINFIELD, NJ | Other | 171 | $17.2M | $109K |
| NUSSBAUM TRANSPORTATION SERVICES, INC. NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST | HUDSON, IL | Other SERVICE PROVIDER | 759 | $16.8M | $52K |
| OFFICE MANAGEMENT SYSTEMS, INC. OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | COLUMBUS, MS | Custodian CUSTODIAL MGT | 160 | $16.5M | $69K |
| OFFICE MANAGEMENT SYSTEMS, INC. OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | COLUMBUS, MS | Custodian CUSTODIAL MGT | 159 | $14.7M | $63K |
| COMPREHENSIVE COMMUNITY ACTION, INC. 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. | CRANSTON, RI | Custodian CUSTODIAN/RECORDKEEPER | 372 | $13.8M | $87K |
| PARKWAY C & A, LP PARKWAY C & A, LP 401(K) SAVINGS PLAN | LEWIS, TX | Recordkeeper RECORDKEEPER | 406 | $13.8M | $39K |
| LUTHERAN HIGH SOUTH-ORANGE COUNTY,INC. DBA CREAN LUTHERAN HIGH SCHOOL CREAN LUTHERAN HIGH SCHOOL 403(B) PLAN | IRVINE, CA | Other SERVICE PROVIDER | 276 | $13.8M | $90K |
| OFFICE MANAGEMENT SYSTEMS, INC. OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | COLUMBUS, MS | Recordkeeper RECORDKEEPER | 149 | $13.8M | — |
| OFFICE MANAGEMENT SYSTEMS, INC. OFFICE MANAGEMENT SYSTEMS, INC. 401(K) AND PROFIT SHARING PLAN | COLUMBUS, MS | Custodian CUSTODIAL MGT | 149 | $13.8M | $68K |
| NUSSBAUM TRANSPORTATION SERVICES, INC. NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST | HUDSON, IL | Other SERVICE PROVIDER | 673 | $13.5M | $57K |
| DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC | NEW ORLEANS, LA | Custodian CUSTODIAN | 122 | $13.1M | $31K |
| NORANDA FINANCE HOLDINGS LLC NORANDA FINANCE HOLDINGS LLC US EMPLOYEES SAVINGS PLAN | NEW YORK, NY | Other NONE | 57 | $13.0M | $13K |
| A & A SAFETY, INC. A & A SAFETY, INC. 401(K) RETIREMENT PLAN | AMELIA, OH | Recordkeeper RECORDKEEPER | 278 | $12.6M | $71K |
| COMPREHENSIVE COMMUNITY ACTION, INC. 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. | CRANSTON, RI | Custodian CUSTODIAN/RECORDKEEPER | 362 | $11.6M | $51K |
| A & A SAFETY, INC. A & A SAFETY, INC 401(K) RETIREMENT PLAN | AMELIA, OH | Other NONE | 122 | $11.0M | $68K |
| A & A SAFETY, INC. A & A SAFETY, INC. 401(K) RETIREMENT PLAN | AMELIA, OH | Recordkeeper RECORDKEEPER | 299 | $10.8M | $77K |
| LUTHERAN HIGH SOUTH ORANGE COUNTY DBA CREAN LUTHERAN HIGH SCHOOL CREAN LUTHERAN SOUTH HIGH SCHOOL 403(B) PLAN | IRVINE, CA | Other SERVICE PROVIDER | 250 | $10.8M | $76K |
| NEW VIEW ALLIANCE NEW VIEW ALLIANCE SAVINGS PLAN | WILLIAMSVILLE, NY | Recordkeeper RECORDKEEPER | 337 | $10.8M | $11K |
| THE BETESH GROUP HOLDING CORPORATION THE BETESH GROUP HOLDING CORP 401(K) PLAN | NEWARK, NJ | Recordkeeper RECORDKEEPER | 100 | $10.8M | $73K |
| AREA AGENCY ON AGING REGION 9 INC. AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN | CAMBRIDGE, OH | Recordkeeper RECORDKEEPER | 159 | $10.5M | $26K |
| SAINT MARY'S HOME OF ERIE SAINT MARYS HOME OF ERIE 403(B) PLAN | ERIE, PA | Other N/A | 188 | $9.4M | $65K |
| COMPREHENSIVE COMMUNITY ACTION, INC. 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. | CRANSTON, RI | Custodian CUSTODIAN/RECORDKEEPER | 274 | $9.3M | $36K |
| SAINT MARY'S HOME OF ERIE SAINT MARY'S HOME OF ERIE 403(B) PLAN | ERIE, PA | Recordkeeper RECORDKEEPER | 195 | $8.6M | $57K |
| AREA AGENCY ON AGING REGION 9 INC. AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN | CAMBRIDGE, OH | Recordkeeper RECORDKEEPER | 152 | $8.6M | $51K |
| SAINT MARY'S HOME OF ERIE SAINT MARY'S HOME OF ERIE 403(B) PLAN | ERIE, PA | Recordkeeper RECORDKEEPER | 188 | $8.2M | $56K |
| ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK, VA | Recordkeeper RECORDKEEPER | 304 | $7.7M | $45K |
| ST. MARY'S HOME FOR DISABLED CHILDREN, INC. ST. MARY'S HOME FOR DISABLED CHILDREN, INC. SUPPLEMENTAL RETIREMENT PLAN | NORFOLK, VA | Recordkeeper RECORDKEEPER | 314 | $7.7M | $34K |
| LIFESKILLS, INC. LIFESKILLS, INC. 401(K) PLAN | BOWLING GREEN, KY | Recordkeeper RECORDKEEPER | 526 | $7.5M | $51K |
| JUSTICEWORKS YOUTHCARE, INC. JUSTICEWORKS YOUTHCARE INC 401(K) PROFIT SHARING PLAN | PITTSBURGH, PA | Recordkeeper RECORDKEEPER | 344 | $7.3M | $40K |
| LIFESKILLS, INC. LIFESKILLS, INC. 401(K) PLAN | BOWLING GREEN, KY | Recordkeeper RECORDKEEPER | 467 | $7.0M | $47K |
| AREA AGENCY ON AGING REGION 9 INC. AREA AGENCY ON AGING REGION 9 INC. 403(B) PLAN | CAMBRIDGE, OH | Recordkeeper RECORDKEEPER | 148 | $6.5M | $36K |
| LIFESKILLS, INC. LIFESKILLS, INC. 401(K) PLAN | BOWLING GREEN, KY | Recordkeeper RECORDKEEPER | 408 | $6.2M | $56K |
| CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 403(B) PLAN | CONWAY, SC | Other SERVICE PROVIDER | 1,870 | $6.0M | $36K |
| TANAGER PLACE TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN | CEDAR RAPIDS, IA | Recordkeeper RECORDKEEPER | 308 | $5.6M | $34K |
| GADELLNET CONSULTING SERVICES GADELLNET CONSULTING SERVICES 401(K) PLAN | ST. LOUIS, MO | Recordkeeper RECORDKEEPER | 160 | $5.4M | $41K |
| TANAGER PLACE TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN | CEDAR RAPIDS, IA | Recordkeeper RECORDKEEPER | 310 | $5.0M | $27K |
| AMSTERDAM NURSING HOME CORPORATION AMSTERDAM RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 103 | $4.2M | $41K |
| TANAGER PLACE TANAGER PLACE EMPLOYEE 403(B) RETIREMENT PLAN | CEDAR RAPIDS, IA | Recordkeeper RECORDKEEPER | 301 | $4.1M | $26K |
| AMSTERDAM NURSING HOME CORPORATION AMSTERDAM RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 104 | $4.0M | $46K |
| LUTHERAN HOME AT KANE RETIREMENT PLAN OF THE LUTHERAN HOME AT KANE | KANE, PA | Recordkeeper RECORDKEEPER | 137 | $3.3M | $39K |
| HENRY C. NEVINS HOME INC. HENRY C. NEVINS HOME INC.403(B) PLAN | METHUEN, MA | Other NONE | 207 | $2.9M | $33K |
| HENRY C. NEVINS HOME INC. HENRY C. NEVINS HOME INC.403(B) PLAN | METHUEN, MA | Other NONE | 192 | $2.9M | $19K |
| HENRY C. NEVINS HOME INC. HENRY C. NEVINS HOME INC.403(B) PLAN | METHUEN, MA | Other NONE | 203 | $2.8M | $29K |
| KIRK MOVERS, INC. KIRK MOVERS, INC. 401(K) | ALBUQUERQUE, NM | Recordkeeper RECORD KEEPER/CONTRACTAD | 161 | $2.4M | $38K |
| KIRK MOVERS, INC. KIRK MOVERS, INC. 401(K) | ALBUQUERQUE, NM | TPA / Administrator CONTRACT ADMINISTRATOR | 199 | $1.8M | $31K |
| CONWAY HOSPITAL, INC. D/B/A CONWAY MEDICAL CENTER CONWAY MEDICAL CENTER 403(B) PLAN | CONWAY, SC | Other SERVICE PROVIDER | 0 | $1.6M | $5K |
| JTW OMAHA MOVERS, INC JTW MOVERS, INC. 401(K) | OMAHA, NE | Custodian CUSTODIAN | 70 | $1.5M | $25K |
| ADRIAN L. MERTON, INCORPORATED ADRIAN L. MERTON, INCORPORATED DAVIS-BACON ACT RETIREMENT PLAN | CAPITOL HEIGHTS, MD | Other SERVICE PROVIDED | 83 | $1.4M | $5K |
| JTW OMAHA MOVERS, INC JTW MOVERS, INC. 401(K) | OMAHA, NE | Custodian CUSTODIAN | 70 | $1.3M | $24K |
| JTW OMAHA MOVERS, INC JTW MOVERS, INC. 401(K) | OMAHA, NE | Custodian CUSTODIAN | 70 | $952K | $23K |
| AMSTERDAM NURSING HOME CORPORATION AMSTERDAM RETIREMENT PLAN | NEW YORK, NY | Other SERVICE PROVIDER | 0 | $0 | $32K |
| UNIVERSITY GASTROENTEROLOGY, LLC UNIVERSITY GASTROENTEROLOGY 401(K) PROFIT SHARING PLAN | PROVIDENCE, RI | Other SERVICE PROVIDER | 0 | $0 | $80K |