# Lincoln National Life Insurance Company DB Plan
Source: https://planprovider.pro/companies/lincoln-national-life-insurance-company-plan-004

> Lincoln National Life Insurance Company's DB plan: 1 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:** 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|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|$15,488|—|$15,488|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,488

- **Estimated Expense Ratio:** 0.021% 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|

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