Plans listing this provider
367
0.65% of the 56,420 plans with Schedule H financials; 400 in 2023
Providers › Lincoln National Corporation
Lincoln National Corporation
- Service provider, as named on Schedule C
- EIN 351140070
- Plan year 2024
- Direct compensation reported $26,681,987
Assets of those plans
$16,125,544,012
0.21% of all Schedule H plan assets
Plans where it is the recordkeeper
29
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$26,681,987
99% 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 | 363 |
| 15 | Recordkeeping and information management | 19 |
| 27 | Investment advisory (plan) | 7 |
| 37 | Participant loan processing | 6 |
| 50 | Direct payment from the plan | 6 |
| 10 | Accounting (including auditing) | 4 |
| 71 | Securities brokerage commissions and fees | 3 |
| 64 | Recordkeeping fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Virtua 401(k) Savings Planrecordkeeper | Virtua Health | $1,181,492,443 | 16,613 | $474,447 |
| 401(k) Retirement Savings Plan for Employees of the Valley Hospital | Valley Hospital | $1,059,210,825 | 7,960 | $344,249 |
| Parkview Health System, Inc. Retirement Savings Plan | Parkview Health System | $794,474,476 | 14,101 | $1,975 |
| Cooperatieve Rabobank U.A. 401(k) Savings Plan | Cooperatieve Rabobank U.A. | $578,935,869 | 2,185 | $140,345 |
| Uofl Health 401(k) Plan | Uofl Health | $565,793,727 | 12,432 | $583,208 |
| Bayhealth Medical Center, Inc. Retirement and Savings Plan | Bayhealth Medical Center | $539,072,919 | 6,256 | $477,331 |
| Vitas Healthcare Corporation 401(k) Plan | Vitas Healthcare | $492,639,999 | 13,175 | $642,936 |
| Mountaire Corporation & Subsidiaries Retirement Plan | Mountaire | $439,884,872 | 10,246 | $507,313 |
| Macquarie Management Holdings, Inc. Employees' Savings and 401(k) Plan | Nomura Asset Management International | $413,556,621 | 1,414 | $1,969 |
| Open PEP | Plan Professionals | $354,955,853 | 8,929 | $1,921,572 |
| Radiate Holdco, LLC Retirement Savings Plan | Radiate Holdco | $316,980,470 | 2,780 | $890,793 |
| Pscu Incorporated 401(k) Retirement Plan | PSCU Financial Services | $285,428,293 | 0 | $476,769 |
| Irell & Manella Profit Sharing Plan | Irell & Manella | $220,692,920 | 220 | $18,039 |
| Zeus 401(k) Plan | Zeus | $208,485,422 | 2,274 | $63,995 |
| B&G Foods 401(k) Savings and Investment Plan | B&G Foods North America | $201,595,035 | 2,216 | $84,143 |
| Nana Regional Corporation, Inc. Compensation Deferral Plan | Nana Regional | $199,420,957 | 3,664 | $306,698 |
| San Antonio Regional Hospital Savings Plan | San Antonio Regional Hospital | $198,765,837 | 3,154 | $325,673 |
| Oclc Matching Thrift Plan | Oclc | $174,002,442 | 1,406 | $96,303 |
| University of Louisville Physicians, Inc. Profit Sharing Plan | University of Louisville Physicians | $160,986,617 | 3,301 | $157,811 |
| Jeffer Mangels Butler & Mitchell LLP Profit Sharing and 401(k) Plan | Jeffer Mangels Butler & Mitchell | $150,621,469 | 227 | $54,189 |
| Open PEP 2 | Plan Professionals | $144,799,461 | 2,254 | $511,710 |
| Ballad Health 401(k) Plan | Ballad Health | $126,446,520 | 1,902 | $59,828 |
| Carolina Dealerships Inc. 401(k) Plan | Carolina Dealerships | $112,244,086 | 2,866 | $37,153 |
| Mesa Air Group Inc 401(k) Plan | Republic Airways Holdings | $109,859,324 | 2,436 | $227,045 |
| Bering Straits Native Corporation 401(k) Plan | Bering Straits Native | $108,766,421 | 2,219 | $300,301 |
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.