# Lincoln National Life Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/lincoln-national-life-insurance-company-350472300-502

> Lincoln National Life Insurance Company's Health & Welfare plan: 110 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 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](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lincoln-national-life-insurance-company-350472300-502)

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