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Lincoln National LNC Retirement Plan Services — Net transfers from (to) separate account
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:TransferToFromPolicyholderAccountBalanceToFromSeparateAccount.
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 |
|---|---|---|---|---|
| Gross deposits | 1,869 | 718 | 837 | 880 |
| Withdrawals | (920) | (616) | (403) | (1,279) |
| Policyholder assessments | (1) | (15) | (1,095) | (5) |
| 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 |
Item 1. Financial Statements
FAQ
- What is Lincoln National's retirement plan services — net transfers from (to) separate account?
- Lincoln National (LNC) reported retirement plan services — net transfers from (to) separate account of 8,600,000,000% in Q1 2026.
- How has Lincoln National's retirement plan services — net transfers from (to) separate account changed year-over-year?
- Lincoln National's retirement plan services — net transfers from (to) separate account decreased by 59.2% year-over-year, from 21,100,000,000% to 8,600,000,000%.
- What is the long-term trend for Lincoln National's retirement plan services — net transfers from (to) separate account?
- Over 3 years (2022 to 2025), Lincoln National's retirement plan services — net transfers from (to) separate account has grown at a 1.9% compound annual growth rate (CAGR), from 51,000,000,000% to 54,000,000,000%.
- What does retirement plan services — net transfers from (to) separate account mean?
- The net flow of capital into or out of separate accounts, which are segregated from the insurer's general assets to support variable retirement products. Positive net transfers indicate strong investor appetite for market-linked investment options, while negative transfers suggest a flight to safety or reduced interest in variable products. This metric is a key indicator of market-based product demand.
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