Plan Snapshot
- Plan Sponsor: Lincoln National Life Insurance Company
- Sponsor EIN: 350472300
- Sponsor Address: 150 N. RADNOR-CHESTER ROAD, RADNOR, PA, 19087
- Plan Type: DB
- Total Participants: 1
- Total Assets: $73.4M
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 | $73.4M | $0 | $0 |
| 2023 | 15 | $80.3M | $9.0M | $0 |
| 2022 | 31 | $76.5M | $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 |
|---|---|---|---|---|
| MACQUARIE INVESTMENT MANAGEMENT | Other Service Provider | $88,172 | — | $88,172 |
| TELUS HEALTH | Other Service Provider | $72,005 | — | $72,005 |
| BUCK CONSULTANTS | Other Service Provider | $63,260 | — | $63,260 |
| NORTHERN TRUST COMPANY | Other Service Provider | $52,144 | — | $52,144 |
| CITRIN COOPERMAN & CO | Other Service Provider | $15,488 | — | $15,488 |
| CALLAN | Other Service Provider | $13,893 | — | $13,893 |
| STATE STREET | Other Service Provider | $5,611 | — | $5,611 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $310,573
- Estimated Expense Ratio: 0.423% 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 | $538,744 | $107,675 | — | $15,488 | — |
| 2023 | $1,778,967 | $126,382 | — | $17,750 | — |
| 2022 | $720,964 | $190,354 | — | — | $186,729 |