# Lincoln National Life Insurance Company Health & Welfare Plan
Source: https://planprovider.pro/companies/lincoln-national-life-insurance-company-350472300-511

> Lincoln National Life Insurance Company's Health & Welfare plan: 0 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:** 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](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [MERATIVE (FORMERLY IBM WATSON)](https://planprovider.pro/provider/lincoln-financial-group) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lincoln-national-life-insurance-company-350472300-511)

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