Welcome to our dedicated page for Lincoln Natl Ind SEC filings (Ticker: LNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Lincoln National Corporation (LNC) has issued a Notice of Fund Changes for the LNL Agents’ 401(k) Savings Plan. Effective June 13, 2025, the Income America 2025 Fund 5ForLife-L was merged into the Income America In Retirement Fund 5ForLife-L because both vehicles now share the same conservative asset-allocation mix aimed at providing steady retirement income. All existing balances and future contribution elections that were in the 2025 Fund were automatically transferred or mapped to the In Retirement Fund; participants can no longer direct money to the eliminated fund.
The consolidation did not alter fees: both funds carry total and net annual operating expenses of 0.85% (about $8.50 per $1,000 invested). As of March 31, 2025 the 2025 Fund posted a 1-year return of 5.01% versus 4.78% for the In Retirement Fund, while since-inception returns (12-08-2022) were 7.84% and 7.71%, respectively. Participants may review or change their investment allocations online or by calling Lincoln’s customer contact center.