# Lincoln National Corporation C/O Health & Welfare Benefits Health & Welfare Plan
Source: https://planprovider.pro/companies/lincoln-national-corporation-c-o-health-welfare-benefits-351140070-501

> Lincoln National Corporation C/O Health & Welfare Benefits's Health & Welfare plan: 9,767 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lincoln National Corporation C/O Health & Welfare Benefits

- **Sponsor EIN:** 351140070

- **Sponsor Address:** 150 N RADNOR CHESTER RD, RADNOR, PA, 19087

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 9,767

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,767|$13.7M|$134.7M|$42.1M|

| 2023|11,176|$11.4M|$121.2M|$42.4M|

| 2022|11,304|$11.9M|$112.0M|$38.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ALIGHT|Recordkeeper|$2,215,920|—|$2,215,920|

| AETNA LIFE INSURANCE CO (MEDICAL)|Other Service Provider|$2,058,029|—|$2,058,029|

| PERSONIFY HEALTH, INC|Other Service Provider|$1,186,887|—|$1,186,887|

| AETNA BEHAVIORAL HEALTH, LLC|Other Service Provider|$420,020|—|$420,020|

| LINCOLN NATIONAL LIFE INSURANCE CO|Recordkeeper|$399,651|—|$399,651|

| LIVONGO HEALTH INC|Other Service Provider|$342,159|—|$342,159|

| CVS CAREMARK|Other Service Provider|$341,276|—|$341,276|

| MERATIVE (FORMERLY IBM WATSON)|Recordkeeper|$339,392|—|$339,392|

| LANTERN SPECIALTY CARE|Other Service Provider|$219,225|—|$219,225|

| OVIA HEALTH|Other Service Provider|$106,391|—|$106,391|

| MDLIVE, INC.|Other Service Provider|$71,882|—|$71,882|

| CITRIN COOPERMAN|Auditor|$38,863|—|$38,863|

| PROGYNY|Other Service Provider|$37,425|—|$37,425|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [LINCOLN NATIONAL LIFE INSURANCE CO](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [MERATIVE (FORMERLY IBM WATSON)](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,777,120

- **Estimated Expense Ratio:** 56.572% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$8,199,938|—|—|—|—|

| 2023|$9,374,948|—|—|—|—|

| 2022|$6,878,385|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lincoln-national-corporation-c-o-health-welfare-benefits-351140070-501)

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