DFX Intelligence

Allocator Intelligence

The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.

Corporate pension

Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008

Corporate pensionRadnor, PA
Assets
$762M
Total assets, Dec 31, 2024 reported
Funded
105.4%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Lincoln National Corporation
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Master trust investment accounts 100.0%
Consultants and advisers
3 firms
People
No investment staff or executives have been read for this allocator yet.
Manager roster
6 managers on Schedule C
From Schedule C (investment management, code 28)
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Total assets
$762M Dec 31, 2024 reported Form 5500
$795M (2023-12) · $802M (2022-12)
Plan assets
$795M Jan 1, 2024 reported Form 5500
$802M (2023-01) · $1.1B (2022-01)
Net assets
$761M Dec 31, 2024 reported Form 5500
$795M (2023-12) · $802M (2022-12)
Funded ratio
105.4% Jan 1, 2024 reported Form 5500
102.9% (2023-01) · 121.1% (2022-01)
Funding target
$741M Jan 1, 2024 reported Form 5500
$779M (2023-01) · $788M (2022-01)
Discount rate
5.06% Jan 1, 2024 reported Form 5500
5.19% (2023-01) · 5.36% (2022-01)
Participants
13,333 Jan 1, 2024 reported Form 5500
14,628 (2023-01) · 15,054 (2022-01)
Contributions
$0 Dec 31, 2024 reported Form 5500
$0 (2023-12) · $0 (2022-12)
Benefits paid
$62.0M Dec 31, 2024 reported Form 5500
$80.8M (2023-12) · $67.5M (2022-12)
Net investment income
$-33.5M Dec 31, 2024 reported Form 5500
$-7.2M (2023-12) · $-326M (2022-12)
Investment management fees
$1.5M Dec 31, 2024 reported Form 5500
$1.5M (2023-12) · $2.6M (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202413,333$795M$741M105.4%$762Mn/a$762Mn/a
2023 to Dec 31, 202314,628$802M$779M102.9%$795Mn/a$795Mn/a
2022 to Dec 31, 202215,054$1.1B$788M121.1%$802Mn/a$802Mn/a
Service providers and investment entities as filed (Schedule C and D, latest year first)
What changed
4 events
  • Jan 1, 2024Funded status changed
    Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 funded ratio 102.9% -> 105.4% (2023-01-01 to 2024-01-01)
    askebsa.dol.gov
  • Dec 31, 2023Consultant changedinference
    Curcio Webb appears on Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008's Schedule C as general consultant (plan year 2023 vs 2022)
    with Curcio Webbaskebsa.dol.gov
  • Jan 1, 2023Funded status changed
    Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 funded ratio 121.1% -> 102.9% (2022-01-01 to 2023-01-01)
    askebsa.dol.gov
  • Jan 1, 2023Assets changed
    Lincoln National Corporation Retirement Plan for Employees Hired Prior to January 1 2008 plan assets $1.1B -> $802M (-28.7%, 2022-01-01 to 2023-01-01)
    askebsa.dol.gov
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 351140070-011
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.