Providers › Lincoln National Corporation

Lincoln National Corporation

Service provider, as named on Schedule C
EIN 350472300
Plan year 2024
Direct compensation reported $9,818,384

Plans listing this provider

139

0.25% of the 56,420 plans with Schedule H financials; 110 in 2023

Assets of those plans

$5,164,061,591

0.07% of all Schedule H plan assets

Plans where it is the recordkeeper

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$9,818,384

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service code	Meaning	Plans
13	Contract administrator	89
15	Recordkeeping and information management	28
64	Recordkeeping fees	26
37	Participant loan processing	14
50	Direct payment from the plan	11
99	Other fees	7
28	Investment management	6
62	Float revenue	5

Largest plans served

Plan	Employer	Assets	Participants	Direct compensation
Shands Jacksonville Retirement Plan	Shands Jacksonville Medical Center	$443,251,343	7,498	$509,001
MVHS, Inc. 401(k) Plan	MVHS	$333,120,958	4,505	$439,644
First Merchants Corporation Retirement Income and Savings Plan	First Merchants	$260,904,766	2,698	$166,283
Opex Corporation 401(k) Profit Sharing Plan	Opex	$194,170,964	1,654	$50,119
Ewingcole Cash-op Plan	Ewingcole	$186,007,439	821	$3,098
Tribal Casino Gaming Enterprise 401(k) Savings Plan	Tribal Casino Gaming Enterprise	$159,067,509	4,539	$427,406
Woman's Hospital Foundation 401(a) Employer Contribution Plan	Woman's Hospital Foundation	$142,703,267	2,745	$18,464
Tricore Reference Laboratories 401(k) Plan	Tricore Reference Laboratories	$117,091,399	2,039	$227,051
Athena Health Care Associates, Inc. 401(k) Plan	Athena Health Care Associates	$110,064,026	2,306	$126,893
Halekulani Corporation Cash Accumulation Plan	Halekulani	$105,258,352	1,181	$104,860
Community Coffee Company L.L.C. Retirement Savings Plan	Community Coffee	$102,932,167	1,211	$9,775
Utility Workers Union of America Deferred Compens Planrecordkeeper	Board of Trustees of the UW of a Deferred Compensation Plan	$100,369,826	594	$15,045
Applied Information Sciences, Inc. Employees' 401(k) Retirement Plan	Applied Information Sciences	$99,999,279	629	$200,424
Telus Agriculture (US) Retirement Plan	Telus Agriculture Holdings (US)	$94,613,014	918	$169,203
Post Acute Medical, LLC 401(k) Plan	Post Acute Medical	$90,234,581	2,680	$76,069
Mercycare 401(k) Retirement Plan	Mercy Care Management	$78,354,985	654	$82,000
Glencore Ltd. 401(k) Savings Plan	Glencore	$75,194,508	440	$49,230
International Union of Operating Engineers Local 324 Retirement Trust Fundrecordkeeper	Board of Trustees Iuoe Local 324 Retirement Trust Fund	$70,335,457	1,435	$82,421
First Savings Mortgage Corporation 401(k) Salary Reduction Plan	First Savings Mortgage	$63,331,208	164	$74,495
Monogram Food Solutions 401(k) Plan	Monogram Management Services	$62,581,305	1,799	$336,769
Womack Group, LLC Retirement Plan	Womack Group	$59,159,836	505	$89,106
Beachfleischman, PLLC 401(k) Planrecordkeeper	Beachfleischman	$51,598,280	263	$43,463
Diamond Drugs, Inc. 401(k) Planrecordkeeper	Diamond Drugs	$47,518,046	601	$86,592
Vector Solutions 401(k) Planrecordkeeper	Redvector.com	$46,313,991	793	$88,372
PADI Savings and Investment Plan	Capital Investments & Ventures	$43,781,745	215	$40,935

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.