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: 511
- Total Participants: 0
- Total Assets: $1.1M
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 | 0 | $1.1M | $0 | $31,931 |
| 2023 | 0 | $1.2M | $0 | $34,700 |
| 2022 | 0 | $1.7M | $750,000 | $691,987 |
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 | $38,213 | — | $38,213 |
| ALIGHT | Recordkeeper | $19,677 | — | $19,677 |
| MERATIVE (FORMERLY IBM WATSON) | Recordkeeper | $7,803 | — | $7,803 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT — Recordkeeper
- MERATIVE (FORMERLY IBM WATSON) — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,693
- Estimated Expense Ratio: 6.116% 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 | $97,379 | — | — | — | — |
| 2023 | $83,596 | — | — | — | — |
| 2022 | $106,246 | — | — | — | — |