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Lincoln National LNC Retirement Plan Services — Separate Account, Liability, 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:SeparateAccountLiabilityPolicyCharge.
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 | As of or For the Three Months Ended March 31, 2026 / Variable Annuities | As of or For the Three Months Ended March 31, 2026 / UL and Other | As of or For the Three Months Ended March 31, 2026 / Retirement Plan Services | As of or For the Three Months Ended March 31, 2025 / Variable Annuities | As of or For the Three Months Ended March 31, 2025 / UL and Other | As of or For the Three Months Ended March 31, 2025 / Retirement Plan Services |
|---|---|---|---|---|---|---|
| Balance as of beginning-of-year | $122,945 | $34,038 | $23,047 | $117,998 | $28,841 | $21,541 |
| Gross deposits | 1,354 | 416 | 560 | 1,557 | 353 | 627 |
| Withdrawals | (4,600) | (216) | (1,002) | (3,915) | (204) | (902) |
| Policyholder assessments | (667) | (252) | (49) | (656) | (246) | (46) |
| Change in market performance | (3,140) | (681) | (518) | (1,798) | (624) | (478) |
| Net transfers from (to) general account | 824 | (68) | (7) | 449 | (14) | (34) |
| Balance as of end-of-period | $116,716 | $33,237 | $22,031 | $113,635 | $28,106 | $20,708 |
| Cash surrender value | $115,301 | $30,835 | $22,018 | $112,239 | $23,577 | $20,695 |
Item 1. Financial Statements
FAQ
- What is Lincoln National's retirement plan services — separate account, liability, policy charge?
- Lincoln National (LNC) reported retirement plan services — separate account, liability, policy charge of 4,900,000,000% in Q1 2026.
- How has Lincoln National's retirement plan services — separate account, liability, policy charge changed year-over-year?
- Lincoln National's retirement plan services — separate account, liability, policy charge increased by 6.5% year-over-year, from 4,600,000,000% to 4,900,000,000%.
- What is the long-term trend for Lincoln National's retirement plan services — separate account, liability, policy charge?
- Over 3 years (2022 to 2025), Lincoln National's retirement plan services — separate account, liability, policy charge has grown at a 4.3% compound annual growth rate (CAGR), from 16,400,000,000% to 18,600,000,000%.
- What does retirement plan services — separate account, liability, policy charge mean?
- Represents the fees and charges assessed against separate account assets for administrative services, mortality, and expense risks. This metric is a primary driver of recurring revenue for the segment, reflecting the profitability of the assets under management.
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