# Lincoln National Corporation DB Plan
Source: https://planprovider.pro/companies/lincoln-national-corporation-plan-011

> Lincoln National Corporation's DB plan: 1,400 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$874,128|—|$874,128|

| TELUS HEALTH|NONE|$860,892|—|$860,892|

| DELAWARE MANAGEMENT COMPANY|NONE|$561,596|—|$561,596|

| NISA|NONE|$451,177|—|$451,177|

| ALLIANCEBERNSTEIN|NONE|$184,948|—|$184,948|

| CALLAN ASSOCIATES|NONE|$152,914|—|$152,914|

| BUCK CONSULTANTS|NONE|$152,484|—|$152,484|

| LOOMIS|NONE|$112,820|—|$112,820|

| CURCIO WEBB|NONE|$63,822|—|$63,822|

| CITRIN COOPERMAN|NONE|$15,488|—|$15,488|

| STATE STREET|NONE|$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|

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