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Lincoln National LNC UL and Other — Policyholder Account Balance, 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:PolicyholderAccountBalancePolicyCharge.
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 UL and other — policyholder account balance, policy charge?
- Lincoln National (LNC) reported UL and other — policyholder account balance, policy charge of $1.1B in Q1 2026.
- How has Lincoln National's UL and other — policyholder account balance, policy charge changed year-over-year?
- Lincoln National's UL and other — policyholder account balance, policy charge decreased by 0.8% year-over-year, from $1.1B to $1.1B.
- What is the long-term trend for Lincoln National's UL and other — policyholder account balance, policy charge?
- Over 3 years (2022 to 2025), Lincoln National's UL and other — policyholder account balance, policy charge has grown at a -0.3% compound annual growth rate (CAGR), from $4.5B to $4.45B.
- What does UL and other — policyholder account balance, policy charge mean?
- The total value of fees and charges deducted from policyholder account balances to cover administrative costs, mortality risks, and other policy expenses. This is a key driver of fee-based revenue for the insurance segment.
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