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Plan Name | LNL SAV3 VANGUARD TARGET RETIREMENT 2030 |
Plan identification number | 732 |
Company Name: | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 350472300 |
Additional information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1994-05-25 |
Company Identification Number: | 19941060014 |
Legal Registered Office Address: |
945 S 8th St Colorado Springs United States of America (USA) 80905 |
More information about LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
732 | 2019-01-01 | ||||
732 | 2018-01-01 | ||||
732 | 2017-01-01 | 2018-10-12 | |||
732 | 2016-01-01 | 2017-10-16 | |||
732 | 2015-01-01 | 2016-10-14 | |||
732 | 2014-01-01 | 2015-10-06 | |||
732 | 2013-01-01 | 2014-10-12 |
Measure | Date | Value |
---|---|---|
2019: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2019 401k membership | ||
Total of all active and inactive participants | 2019-01-01 | 0 |
2015: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2015 401k membership | ||
Total of all active and inactive participants | 2015-01-01 | 0 |
2014: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2014 401k membership | ||
Total of all active and inactive participants | 2014-01-01 | 0 |
2013: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2013 401k membership | ||
Total of all active and inactive participants | 2013-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2019 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $21,794,915 |
Total transfer of assets from this plan | 2019-12-31 | $222,486,391 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,611 |
Total income from all sources (including contributions) | 2019-12-31 | $-4,263,002 |
Total loss/gain on sale of assets | 2019-12-31 | $3,855,487 |
Total of all expenses incurred | 2019-12-31 | $684,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $0 |
Value of total assets at beginning of year | 2019-12-31 | $205,647,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $684,188 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $131,203 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $8,611 |
Administrative expenses (other) incurred | 2019-12-31 | $684,188 |
Value of net income/loss | 2019-12-31 | $-4,947,190 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $205,638,666 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $205,516,074 |
Interest earned on other investments | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-8,118,489 |
Aggregate proceeds on sale of assets | 2019-12-31 | $44,135,182 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $40,279,695 |
2018 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $41,422,556 |
Total transfer of assets from this plan | 2018-12-31 | $59,759,135 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,611 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $987,436 |
Total income from all sources (including contributions) | 2018-12-31 | $-12,648,685 |
Total loss/gain on sale of assets | 2018-12-31 | $4,700,540 |
Total of all expenses incurred | 2018-12-31 | $1,170,231 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $205,647,277 |
Value of total assets at beginning of year | 2018-12-31 | $238,781,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,170,231 |
Total interest from all sources | 2018-12-31 | $5,451,903 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $131,203 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $8,611 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $987,436 |
Administrative expenses (other) incurred | 2018-12-31 | $1,170,231 |
Value of net income/loss | 2018-12-31 | $-13,818,916 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $205,638,666 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $237,794,161 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $205,516,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $238,781,597 |
Interest earned on other investments | 2018-12-31 | $5,451,903 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-22,801,128 |
Aggregate proceeds on sale of assets | 2018-12-31 | $62,142,190 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $57,441,650 |
2017 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $50,253,301 |
Total transfer of assets from this plan | 2017-12-31 | $38,749,738 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $987,436 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,391 |
Total income from all sources (including contributions) | 2017-12-31 | $34,855,747 |
Total loss/gain on sale of assets | 2017-12-31 | $1,867,539 |
Total of all expenses incurred | 2017-12-31 | $1,113,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $238,781,597 |
Value of total assets at beginning of year | 2017-12-31 | $192,553,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,113,552 |
Total interest from all sources | 2017-12-31 | $4,787,990 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $6 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $987,436 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $5,391 |
Administrative expenses (other) incurred | 2017-12-31 | $1,113,552 |
Value of net income/loss | 2017-12-31 | $33,742,195 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $237,794,161 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $192,548,403 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $238,781,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $192,553,788 |
Interest earned on other investments | 2017-12-31 | $4,787,990 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $28,200,218 |
Aggregate proceeds on sale of assets | 2017-12-31 | $40,716,514 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $38,848,975 |
2016 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $110,267,024 |
Total transfer of assets from this plan | 2016-12-31 | $158,861,615 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,391 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,135 |
Total income from all sources (including contributions) | 2016-12-31 | $18,532,915 |
Total loss/gain on sale of assets | 2016-12-31 | $2,107,649 |
Total of all expenses incurred | 2016-12-31 | $1,101,133 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $192,553,794 |
Value of total assets at beginning of year | 2016-12-31 | $223,714,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,101,133 |
Total interest from all sources | 2016-12-31 | $4,476,488 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,003,651 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $5,391 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,135 |
Administrative expenses (other) incurred | 2016-12-31 | $1,101,133 |
Value of net income/loss | 2016-12-31 | $17,431,782 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $192,548,403 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $223,711,212 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $192,553,788 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $222,710,696 |
Interest earned on other investments | 2016-12-31 | $4,476,488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $11,948,778 |
Aggregate proceeds on sale of assets | 2016-12-31 | $423,784,837 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $421,677,188 |
2015 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $139,361,275 |
Total transfer of assets from this plan | 2015-12-31 | $44,212,573 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,135 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,858 |
Total income from all sources (including contributions) | 2015-12-31 | $-3,007,240 |
Total loss/gain on sale of assets | 2015-12-31 | $245,324 |
Total of all expenses incurred | 2015-12-31 | $882,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $223,714,347 |
Value of total assets at beginning of year | 2015-12-31 | $132,453,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $882,344 |
Total interest from all sources | 2015-12-31 | $7,907,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,003,651 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $338,596 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,135 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $1,858 |
Administrative expenses (other) incurred | 2015-12-31 | $882,344 |
Value of net income/loss | 2015-12-31 | $-3,889,584 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $223,711,212 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $132,452,094 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $222,710,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $132,115,356 |
Interest earned on other investments | 2015-12-31 | $7,907,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-11,159,892 |
Aggregate proceeds on sale of assets | 2015-12-31 | $44,721,250 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $44,475,926 |
2014 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $137,166,463 |
Total transfer of assets from this plan | 2014-12-31 | $15,268,863 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,858 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $80 |
Total income from all sources (including contributions) | 2014-12-31 | $4,651,676 |
Total loss/gain on sale of assets | 2014-12-31 | $134,074 |
Total of all expenses incurred | 2014-12-31 | $375,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $132,453,952 |
Value of total assets at beginning of year | 2014-12-31 | $6,278,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $375,513 |
Total interest from all sources | 2014-12-31 | $2,611,892 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $338,596 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $518,421 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $1,858 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $80 |
Administrative expenses (other) incurred | 2014-12-31 | $375,513 |
Value of net income/loss | 2014-12-31 | $4,276,163 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $132,452,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,278,331 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $132,115,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,759,990 |
Interest earned on other investments | 2014-12-31 | $2,611,892 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,905,710 |
Aggregate proceeds on sale of assets | 2014-12-31 | $16,621,519 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $16,487,445 |
2013 : LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $6,249,363 |
Total transfer of assets from this plan | 2013-12-31 | $74,259 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $80 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $104,938 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $6,278,411 |
Value of total assets at beginning of year | 2013-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,711 |
Total interest from all sources | 2013-12-31 | $80,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $518,421 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $80 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $1,711 |
Value of net income/loss | 2013-12-31 | $103,227 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,278,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,759,990 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $80,135 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $24,803 |
Aggregate proceeds on sale of assets | 2013-12-31 | $427,362 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $427,362 |
2019: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2018: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2017: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2016: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2015: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2014: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2013: LNL SAV3 VANGUARD TARGET RETIREMENT 2030 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | DFE (Diect Filing Entity) |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |