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Lincoln National LNC Retirement Plan Services — Policyholder Account Balance Premium Received
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePremiumReceived.
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 premium received?
- Lincoln National (LNC) reported retirement plan services — policyholder account balance premium received of $880M in Q1 2026.
- How has Lincoln National's retirement plan services — policyholder account balance premium received changed year-over-year?
- Lincoln National's retirement plan services — policyholder account balance premium received increased by 8.5% year-over-year, from $811M to $880M.
- What is the long-term trend for Lincoln National's retirement plan services — policyholder account balance premium received?
- Over 3 years (2022 to 2025), Lincoln National's retirement plan services — policyholder account balance premium received has grown at a 0.4% compound annual growth rate (CAGR), from $4.01B to $4.07B.
- What does retirement plan services — policyholder account balance premium received mean?
- This metric measures the total volume of new premiums or contributions deposited by policyholders into retirement plan accounts during a specific period. It serves as a key indicator of the segment's ability to attract new capital and grow its assets under management. High levels of premium inflows demonstrate strong market competitiveness and successful distribution efforts in the retirement marketplace.
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