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Lincoln National LNC UL and Other — Net assessments collected
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Where this comes from
Reported directly by Lincoln National in its filing.
Tagged under the XBRL concept lnc:LiabilityForFuturePolicyBenefitExpectedFuturePolicyBenefitNetAssessmentsCollected.
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 | UL and Other / As of or For the Three Months Ended March 31, 2026 | UL and Other / As of or For the Three Months Ended March 31, 2025 |
|---|---|---|
| Effect of actual variances from expected experience (1)(2) | 63 | 23 |
| Adjusted beginning-of-year balance | 20,202 | 18,758 |
| Interest accrual | 248 | 228 |
| Net assessments collected | 318 | 293 |
| Benefit payments | (304) | (200) |
| Balance as of end-of-period, excluding shadow | ||
| balance in AOCI | 20,464 | 19,079 |
| Effect of cumulative changes in shadow |
Item 1. Financial Statements
FAQ
- What is Lincoln National's UL and other — net assessments collected?
- Lincoln National (LNC) reported UL and other — net assessments collected of $318M in Q1 2026.
- How has Lincoln National's UL and other — net assessments collected changed year-over-year?
- Lincoln National's UL and other — net assessments collected increased by 8.5% year-over-year, from $293M to $318M.
- What is the long-term trend for Lincoln National's UL and other — net assessments collected?
- Over 3 years (2022 to 2025), Lincoln National's UL and other — net assessments collected has grown at a 8.1% compound annual growth rate (CAGR), from $972M to $1.23B.
- What does UL and other — net assessments collected mean?
- The total net fees and charges collected from policyholders, net of any related expenses or reinsurance. This metric serves as a primary revenue stream for the insurance segment, reflecting the volume of business and the pricing power of the products. It is a key indicator of the segment's ability to generate cash flow from its policy base.
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