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Lincoln National LNC Retirement Plan Services — Policyholder Account Balance, Policy Charge

Other product segments

UL and Other
$1.1B-0.8%
Fixed Annuities
$15M0.0%
Variable Annuities
$1M

Similar metrics at other companies

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PRURetirement — Policyholder Account Balance, Policy Charge
$44M+51.7%
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PFGWorkplace Savings And Retirement Solutions — Policyholder Account Balance Policy Charge
$8.9M-14.4%
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PRURetirement — Separate Account, Liability, Policy Charge
$5M-16.7%
Apollo Global Management logo
APORetirement Services — Product charges
$281M+6.0%
MetLife logo
METAnnuities and Risk Solutions — Policyholder Account Balance, Policy Charge
$50M+6.4%
Unum logo
UNMVoluntary Benefits — Policyholder Account Balance, Policy Charge
$13.1M-5.8%

Other financials

Income statement

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Revenue$5.3B+13.1%
Net income-$172.0M+76.2%
EPS (diluted)-$1.10+75.1%

Balance sheet

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Cash & equivalents$7.3B+71.5%
Total debt$6.4B+8.5%
Total equity$10.2B+24.6%
Total assets$406.16B+6.1%

Cash flow

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Operating cash flow$138.0M+151%

Valuation

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Market cap$7.11B+10.3%
Enterprise value$6.13B-25.1%
P/E4.1×-0.7×
P/S0.4×0.0×

Profitability

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Net margin9.2%+2.2pp

Returns & leverage

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Return on equity18.8%+1.8pp
Debt / equity0.6×-0.1×

Where this comes from

Reported directly by Lincoln National in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.

The official record: Lincoln National’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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.