Plan Snapshot
- Plan Sponsor: Lincoln National Corporation
- Sponsor EIN: 351140070
- Sponsor Address: 150 N RADNOR CHESTER ROAD, RADNOR, PA, 19087
- Plan Type: DB
- Total Participants: 1,400
- Total Assets: $761.9M
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 | 1,400 | $761.9M | $0 | $0 |
| 2023 | 1,859 | $795.4M | $0 | $0 |
| 2022 | 2,068 | $802.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| NORTHERN TRUST COMPANY | Other Service Provider | $874,128 | — | $874,128 |
| TELUS HEALTH | Other Service Provider | $860,892 | — | $860,892 |
| DELAWARE MANAGEMENT COMPANY | Other Service Provider | $561,596 | — | $561,596 |
| NISA | Other Service Provider | $451,177 | — | $451,177 |
| ALLIANCEBERNSTEIN | Other Service Provider | $184,948 | — | $184,948 |
| CALLAN ASSOCIATES | Other Service Provider | $152,914 | — | $152,914 |
| BUCK CONSULTANTS | Other Service Provider | $152,484 | — | $152,484 |
| LOOMIS | Other Service Provider | $112,820 | — | $112,820 |
| CURCIO WEBB | Other Service Provider | $63,822 | — | $63,822 |
| CITRIN COOPERMAN | Other Service Provider | $15,488 | — | $15,488 |
| STATE STREET | Other Service Provider | $11,430 | — | $11,430 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,441,699
- Estimated Expense Ratio: 0.452% 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 | $4,140,072 | $1,474,884 | — | $15,488 | — |
| 2023 | $12,664,392 | $1,514,766 | — | $18,049 | — |
| 2022 | $4,656,686 | $2,584,326 | — | — | $1,070,202 |