Lincoln National Corporation, Radnor, PA. EIN 35-1140070. Annual reports 2009–2025. Also filed as Lincoln National Corporation - Health & Welfare Benefits; Lincoln National Life Insurance Co.; Lincoln National Life Insurance Company; Lincoln National Life Insurance Co.
Lincoln National Corporation has 7 active retirement plans on file. The largest is the Retirement Plan for Agents of Guarantee Life Insurance, with 3 participants and $126,308 in assets in 2025.
Lincoln National Corporation Benefits Committee 150 N. Radnor-Chester Road Radnor, PA 19087 (484) 583-1760As filed for 2024
In effect since
January 1, 2011
Earlier plan names: Lincoln National Life Insurance Co. Money Purchase Pension Plan for Agency Building General Agents.
Year by year, 2011 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
314
$29.0 million
not listed
2023
323
$28.7 million
not listed
2022
358
$27.3 million
not listed
2021
393
$37.4 million
not listed
2020
440
$37.0 million
not listed
2019
453
$33.2 million
not listed
2018
483
$30.3 million
not listed
2017
521
$34.6 million
not listed
2016
542
$34.0 million
not listed
2015
520
$32.0 million
not listed
2014
568
$33.3 million
not listed
2013
558
$32.6 million
Usi Consulting Group
2012
638
$27.3 million
Usi Consulting Group
2011
626
$25.0 million
Usi Consulting Group
LNL Money Purchase Plan
Money purchase pensionActive
Active. The plan filed its annual report for the 2024 plan year.
Plan number
005Employer EIN 35-0472300
Participants (2024)
283
Net assets (2024)
$10.6 million
Plan administrator
Lincoln National Corporation Benefits Committee 150 N. Radnor-Chester Road Radnor, PA 19087 (484) 583-1760As filed for 2024
In effect since
January 1, 1995
Earlier plan names: Lincoln Natl Life Ins Company Agents' Money Purchase Pension Plan.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
283
$10.6 million
not listed
2023
321
$11.6 million
not listed
2022
368
$11.3 million
not listed
2021
407
$14.8 million
not listed
2020
434
$14.8 million
not listed
2019
454
$12.8 million
not listed
2018
482
$11.6 million
not listed
2017
518
$12.8 million
not listed
2016
562
$11.9 million
not listed
2015
622
$11.9 million
not listed
2014
666
$12.3 million
not listed
2013
697
$12.2 million
not listed
2012
752
$10.9 million
not listed
2011
808
$10.5 million
not listed
2010
858
$11.2 million
not listed
2009
1,111
$10.6 million
not listed
Jefferson-Pilot Life Insurance Co. Agents' Retirement Plan
Pension (defined benefit)Merged
Merged. In 2010 its assets moved to the Lincoln National Life Insurance Company Agents' Retirement Plan, sponsored by Lincoln National Corporation (EIN 35-0472300, plan 004). Accounts moved with them, so that plan is the one to contact.
Lincoln National Corporation Benefits Committee 150 N. Radnor-Chester RD. Radnor, PA 19087 (260) 455-3025As filed for 2010
In effect since
January 1, 1941
Year by year, 2009 to 2010
Plan year
Participants
Net assets
Recordkeeper
2010
0
$0
Usi Consulting Group
2009
1,185
$59.9 million
Usi Consulting Group
Jefferson-Pilot Corporation Employees Retirement Plan
Pension (defined benefit)Merged
Merged. In 2010 its assets moved to the Lincoln National Corporation Employees Retirement Plan, sponsored by Lincoln National Corporation (EIN 35-1140070, plan 011). Accounts moved with them, so that plan is the one to contact.
Lincoln National Corporation Benefits Committee 150 N. Radnor-Chester Road Radnor, PA 19087 (260) 455-3025As filed for 2010
In effect since
January 1, 1996
Lincoln National Life Ins Co Agents Savings & Profit Sharing Plan
401(k) with ESOPStopped filing
No annual report since the 2009 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.
Plan number
006Employer EIN 35-1140070
Participants (2009)
1,792
Net assets (2009)
$154 million
Plan administrator
Lincoln National Corporation Benefits Committee 150 N. Radnor-Chester Road Radnor, PA 19087 (260) 455-3025As filed for 2009
In effect since
January 1, 1979
If you had money in one of these plans
Call Telus Health, which runs the Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((484) 583-1760). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.