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Lincoln National LNC Retirement Plan Services — Net amount at risk
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceNetAmountAtRisk.
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 — net amount at risk?
- Lincoln National (LNC) reported retirement plan services — net amount at risk of $3M in Q1 2026.
- How has Lincoln National's retirement plan services — net amount at risk changed year-over-year?
- Lincoln National's retirement plan services — net amount at risk decreased by 25.0% year-over-year, from $4M to $3M.
- What is the long-term trend for Lincoln National's retirement plan services — net amount at risk?
- Over 2 years (2023 to 2025), Lincoln National's retirement plan services — net amount at risk has grown at a -40.2% compound annual growth rate (CAGR), from $28M to $10M.
- What does retirement plan services — net amount at risk mean?
- The difference between the guaranteed death or income benefit and the current account value for policies with specific guarantees. This represents the potential exposure the insurer faces if market conditions deteriorate and policyholders exercise their guarantees. It is a fundamental measure of the insurance risk embedded in the retirement product portfolio.
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