Screener
Lincoln National LNC Retirement Plan Services — Cash surrender value
Other product segments
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
The source filing: Lincoln National’s 10-Q, filed May 7, 2026.
- Filed
- May 7, 2026, 4:23 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0000059558-26-000035
| Line item | Variable Annuities | Fixed Annuities | UL and Other | Retirement Plan Services |
|---|---|---|---|---|
| Net transfers from (to) separate account | (651) | – | 68 | 86 |
| Interest credited | 230 | 256 | 357 | 169 |
| Change in fair value of embedded derivative | ||||
| instruments and other | (1,444) | (97) | (27) | – |
| Balance as of end-of-period | $39,143 | $28,974 | $35,723 | $23,694 |
| Weighted-average crediting rate | 2.3% | 3.6% | 4.0% | 2.8% |
| Net amount at risk (1)(2) | $2,652 | $425 | $292,048 | $3 |
| Cash surrender value | 37,757 | 27,669 | 32,385 | 23,657 |
Item 1. Financial Statements
FAQ
- What is Lincoln National's retirement plan services — cash surrender value?
- Lincoln National (LNC) reported retirement plan services — cash surrender value of $23.66B in Q1 2026.
- How has Lincoln National's retirement plan services — cash surrender value changed year-over-year?
- Lincoln National's retirement plan services — cash surrender value increased by 0.9% year-over-year, from $23.44B to $23.66B.
- What is the long-term trend for Lincoln National's retirement plan services — cash surrender value?
- Over 2 years (2023 to 2025), Lincoln National's retirement plan services — cash surrender value has grown at a -1.3% compound annual growth rate (CAGR), from $97.27B to $94.73B.
- What does retirement plan services — cash surrender value mean?
- The total amount payable to policyholders upon the voluntary termination of their retirement contracts before maturity. This metric represents the immediate liquidity obligation the insurer faces if a significant portion of the policyholder base chooses to exit their plans. It is a critical measure of potential cash outflow risk and policyholder retention stability.
Ask your AI about Lincoln National's retirement plan services — cash surrender value.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude