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Lincoln National LNC Retirement Plan Services — Weighted-average crediting rate
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceWeightedAverageCreditingRate.
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 |
|---|---|---|---|---|
| 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 |
| Weighted-average crediting rate | 2.3% | 3.6% | 4.0% | 2.8% |
| Net amount at risk (1)(2) | $2,652 | $425 | $292,048 | $3 |
| Cash surrender value | 37,757 | 27,669 | 32,385 | 23,657 |
Item 1. Financial Statements
FAQ
- What is Lincoln National's retirement plan services — weighted-average crediting rate?
- Lincoln National (LNC) reported retirement plan services — weighted-average crediting rate of 2.8% in Q1 2026.
- How has Lincoln National's retirement plan services — weighted-average crediting rate changed year-over-year?
- Lincoln National's retirement plan services — weighted-average crediting rate decreased by 3.4% year-over-year, from 2.9% to 2.8%.
- What is the long-term trend for Lincoln National's retirement plan services — weighted-average crediting rate?
- Over 2 years (2023 to 2025), Lincoln National's retirement plan services — weighted-average crediting rate has grown at a 5.0% compound annual growth rate (CAGR), from 10.8% to 11.9%.
- What does retirement plan services — weighted-average crediting rate mean?
- The average interest rate applied to fixed-account balances, weighted by the size of the individual accounts. This rate is a primary lever for attracting new deposits and retaining existing assets in a competitive interest rate environment. It serves as a benchmark for the company's cost of funds and its ability to manage interest rate margins.
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