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Lincoln National LNC Retirement Plan Services — Policyholder Account Balance, Policy Charge
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.
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 |
|---|---|---|---|---|
| Balance as of beginning-of-year | $40,060 | $28,728 | $35,986 | $23,843 |
| 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) | – |
Item 1. Financial Statements
FAQ
- What is Lincoln National's retirement plan services — policyholder account balance, policy charge?
- Lincoln National (LNC) reported retirement plan services — policyholder account balance, policy charge of $5M in Q1 2026.
- How has Lincoln National's retirement plan services — policyholder account balance, policy charge changed year-over-year?
- Lincoln National's retirement plan services — policyholder account balance, policy charge increased by 25.0% year-over-year, from $4M to $5M.
- What is the long-term trend for Lincoln National's retirement plan services — policyholder account balance, policy charge?
- Over 3 years (2022 to 2025), Lincoln National's retirement plan services — policyholder account balance, policy charge has grown at a 9.4% compound annual growth rate (CAGR), from $13M to $17M.
- What does retirement plan services — policyholder account balance, policy charge mean?
- The total fees and administrative charges levied against policyholder account balances for the maintenance and management of their retirement plans. This represents a core revenue stream for the segment, directly tied to the scale of assets under management. It reflects the company's ability to monetize its service platform and the underlying profitability of its product suite.
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