Plan Snapshot
- Plan Sponsor: Lincoln National Life Insurance Company
- Sponsor EIN: 350472300
- Sponsor Address: 150 N. RADNOR-CHESTER ROAD, RADNOR, PA, 19087
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 110
- Total Assets: $373,133
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 | 110 | $373,133 | $53,436 | $280,258 |
| 2023 | 344 | $482,124 | $99,258 | $2.0M |
| 2022 | 759 | $490,298 | $2.3M | $4.5M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | Auditor | $38,463 | — | $38,463 |
| ALIGHT | Recordkeeper | $35,865 | — | $35,865 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,328
- Estimated Expense Ratio: 19.920% 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 | $80,121 | — | — | — | — |
| 2023 | $113,985 | — | — | — | — |
| 2022 | $101,391 | — | — | — | — |