Lincoln National Corporation Retirement Plan For Employees Hired Prior To January 1 2008
Sponsored by Lincoln National Corporation · EIN 351140070 · Plan #011
- Total assets
- $762M
- Net assets
- $761M
- Active participants
- 1,400
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (institutional), Investment management fees (direct) | $874,128 |
| Telus Health | Recordkeeping | $860,892 |
| Delaware Management Company | Investment management fees (direct) | $561,596 |
| Nisa | Investment management fees (direct) | $451,177 |
| Alliancebernstein | Investment management fees (direct) | $184,948 |
| Callan Associates | Investment management | $152,914 |
| Buck Consultants | Actuarial | $152,484 |
| Loomis | Investment management fees (direct) | $112,820 |
| Curcio Webb | Consulting (general) | $63,822 |
| Citrin Cooperman | Accounting | $15,488 |
| State Street | Investment management fees (direct) | $11,430 |