Civic Intelligence

Lincoln National Corporation Veba Trust

EIN 35-6388925 • 501(c)9 • Des Moines, IA

Profile

Funding health and welfare benefits for participating employees, agents, planners and retirees for lincoln national corporation

PO Box 10316Des Moines, IA 50306

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

97th percentile

1.03x

Higher debt load relative to assets than 97% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.11x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

40th percentile

1.3%

Higher net margin than 40% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$15,752

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

37th percentile

2.6%

Faster asset growth than 37% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

7.1%

Faster revenue growth than 53% of similar nonprofits.

501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$19,603,002

Up $489,057 (+2.6%) from 2023

Liabilities

Down

$20,286,354

Down $4,387,543 (-18%) from 2023

Net Assets

Up

-$683,352

Up $4,876,600 (+88%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin40th percentile

Revenue

Up

$178,040,606

Up $11,848,613 (+7.1%) from 2023

Expenses

Up

$175,810,351

Up $5,261,350 (+3.1%) from 2023

Net Income

Up

$2,230,255

Up $6,587,263 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$20M$0-$20MAssets 2018: $36,967,019Liabilities 2018: $10,155,833Net Assets 2018: $26,811,1862018Assets 2019: $26,383,959Liabilities 2019: $9,728,792Net Assets 2019: $16,655,1672019Assets 2020: $35,069,328Liabilities 2020: $10,984,445Net Assets 2020: $24,084,8832020Assets 2021: $30,374,393Liabilities 2021: $13,519,611Net Assets 2021: $16,854,7822021Assets 2022: $22,112,435Liabilities 2022: $18,528,445Net Assets 2022: $3,583,9902022Assets 2023: $19,113,945Liabilities 2023: $24,673,897Net Assets 2023: -$5,559,9522023Assets 2024: $19,603,002Liabilities 2024: $20,286,354Net Assets 2024: -$683,3522024

Highlighted filing

2024

Assets$19,603,002
Liabilities$20,286,354
Net Assets-$683,352
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200M$150M$100M$50M$0-$50MRevenue 2018: $120,457,995Expenses 2018: $134,429,700Net Income 2018: -$13,971,7052018Revenue 2019: $138,898,735Expenses 2019: $149,054,754Net Income 2019: -$10,156,0192019Revenue 2020: $148,744,326Expenses 2020: $141,314,610Net Income 2020: $7,429,7162020Revenue 2021: $155,125,336Expenses 2021: $162,355,437Net Income 2021: -$7,230,1012021Revenue 2022: $164,544,403Expenses 2022: $176,257,462Net Income 2022: -$11,713,0592022Revenue 2023: $166,191,993Expenses 2023: $170,549,001Net Income 2023: -$4,357,0082023Revenue 2024: $178,040,606Expenses 2024: $175,810,351Net Income 2024: $2,230,2552024

Highlighted filing

2024

Revenue$178,040,606
Expenses$175,810,351
Net Income$2,230,255
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,603,002
Liabilities
$20,286,354
Net assets
-$683,352
Revenue
$178,040,606
Expenses
$175,810,351
Net income
$2,230,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$20.3$0.68$178$176$2.23
2023Detailed filing. Detailed filing data is available for this year.$19.1$24.7$5.56$166$171$4.36
2022Detailed filing. Detailed filing data is available for this year.$22.1$18.5$3.58$165$176$11.7
2021Detailed filing. Detailed filing data is available for this year.$30.4$13.5$16.9$155$162$7.23
2020Detailed filing. Detailed filing data is available for this year.$35.1$11.0$24.1$149$141$7.43
2019Detailed filing. Detailed filing data is available for this year.$26.4$9.73$16.7$139$149$10.2
2018Detailed filing. Detailed filing data is available for this year.$37.0$10.2$26.8$120$134$14.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.2
Gross Receipts
$178,040,606
Mission and Program Overview

Mission

Funding health and welfare benefits for participating employees, agents, planners and retirees for lincoln national corporation

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$9,195,681$10,483,501▲ $1,287,820
Cash and Non-Interest-Bearing Accounts$9,918,264$9,112,671▼ $805,593
Cap Stk Tr Prin Current Funds$-5,559,952$-683,352▲ $4,876,600
Total Assets$19,113,945$19,603,002▲ $489,057
Other Assets Total-$6,830-
Liabilities
Accounts Payable and Accrued Expenses$24,673,897$20,286,354▼ $4,387,543
Total Liabilities$24,673,897$20,286,354▼ $4,387,543
Net Assets / Fund Balance
Total Net Assets Fund Balance$-5,559,952$-683,352▲ $4,876,600
Total Liabilities and Net Assets / Fund Balance$19,113,945$19,603,002▲ $489,057

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$6,830--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$15,752$15,752
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$177,208,586
Investment Income
$540,342
Other Revenue
$291,678
Change in Net Assets
$2,230,255

Audited Revenue Reconciliation

Revenue per Audited Statements
$178,040,606
Total Revenue per Audited Statements
$178,040,606
Total Revenue per Form 990
$178,040,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,846,472
Salaries, Compensation, and Employee Benefits$15,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$166,948,127--$166,948,127
Other Expenses$208,136--$208,136
Current Officers, Directors, Trustees, and Key Employees$15,752--$15,752
Fees for Services Legal$4,800--$4,800
Total Functional Expenses$175,810,351$0$0$175,810,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$175,810,351
Total Expenses per Audited Statements$175,810,351
Total Expenses per Form 990$175,810,351
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The organization is a veba trust which is governed by the provisions of the trust agreement lincoln's avp - health and welfare benefits has oversight for the veba trust and compliance witih the trust agreement”

Form 990, Page 6, Part VI, Line 19

“Plan documents and financial statements are available to eligible employees, agents, planners and retirees who are covered by the veba trust, upon request”

Filing and Contact Details

Filer

Filer Name
Lincoln National Corporation Veba Trust
EIN
35-6388925
Phone
6025620883
Address
PO BOX 10316, DES MOINES, IA 50306

Signing Officer

Name
-
Title
Trustee
Phone
6025620883
Signed
2025-10-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Principal Financial Group
Formed
1995
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Financial statement variance”

Financial Statement Notes

EXPLANATION FOR SCHEDULE D, PART XII, LINE 4B

“The Plan Administrator has analyzed the tax positions taken by the Plan and has concluded that as of December 31, 2024 and 2023, there were no uncertain tax positions taken or expected to be taken. The Plan has recognized no interest or penalties related to uncertain tax positions. The Plan is subject to routine audits by taxing jurisdictions; however, there are no audits for any tax periods in progress. The Plan Administrators believes it is no longer subject to income tax examinations for years prior to the applicable statute of limitation.”

Raw XML Appendix303 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024673897
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt020286354
IRS990/AccountsReceivableGrp/BOYAmt09195681
IRS990/AccountsReceivableGrp/EOYAmt010483501
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUNDING HEALTH AND WELFARE BENEFITS FOR PARTICIPATING EMPLOYEES, AGENTS, PLANNERS AND RETIREES FOR LINCOLN NATIONAL CORPORATION
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0166948127
IRS990/BenefitsToMembersGrp/TotalAmt0166948127
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRINCIPAL BANK - PCS TAX
IRS990/BooksInCareOfDetail/PhoneNum06025620883
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 10316
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050306
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0-5559952
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0-683352
IRS990/CashNonInterestBearingGrp/BOYAmt09918264
IRS990/CashNonInterestBearingGrp/EOYAmt09112671
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt015752
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt015752
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0166948127
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0540342
IRS990/CYOtherExpensesAmt08846472
IRS990/CYOtherRevenueAmt0291678
IRS990/CYProgramServiceRevenueAmt0177208586
IRS990/CYRevenuesLessExpensesAmt02230255
IRS990/CYSalariesCompEmpBnftPaidAmt015752
IRS990/CYTotalExpensesAmt0175810351
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0178040606
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0FUNDING HEALTH AND WELFARE BENEFITS FOR PARTICIPATING EMPLOYEES, AGENTS, PLANNERS AND RETIREES FOR LINCOLN NATIONAL CORPORATION
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt04800
IRS990/FeesForServicesLegalGrp/TotalAmt04800
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0PRINCIPAL BANK - PCS TAX
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt015752
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt00
IRS990/GrossReceiptsAmt0178040606
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0540342
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0540342
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUNDING HEALTH AND WELFARE BENEFITS FOR PARTICIPATING EMPLOYEES, AGENTS, PLANNERS AND RETIREES FOR LINCOLN NATIONAL CORPORATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-5559952
IRS990/NetAssetsOrFundBalancesEOYAmt0-683352
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0540464
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt06830
IRS990/OtherChangesInNetAssetsAmt02646345
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc1FORM 990-T ESTIMATE PAYMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt08633536
IRS990/OtherExpensesGrp/ProgramServicesAmt1208136
IRS990/OtherExpensesGrp/TotalAmt08633536
IRS990/OtherExpensesGrp/TotalAmt1208136
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENT OF PRIOR YEAR EXPENSE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0290556
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0291678
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt01122
IRS990/OtherRevenueTotalAmt0291678
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PRINCIPAL FINANCIAL GROUP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0PLAN CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0134739585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt142469001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0134739585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142469001
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0160540580
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0415328
IRS990/PYOtherExpensesAmt09994688
IRS990/PYOtherRevenueAmt06276
IRS990/PYProgramServiceRevenueAmt0165770389
IRS990/PYRevenuesLessExpensesAmt0-4357008
IRS990/PYSalariesCompEmpBnftPaidAmt013733
IRS990/PYTotalExpensesAmt0170549001
IRS990/PYTotalRevenueAmt0166191993
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt02230255
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0175810351
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06830
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER CURRENT ASSETS
IRS990ScheduleD/RevenueSubtotalAmt0178040606
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan Administrator has analyzed the tax positions taken by the Plan and has concluded that as of December 31, 2024 and 2023, there were no uncertain tax positions taken or expected to be taken. The Plan has recognized no interest or penalties related to uncertain tax positions. The Plan is subject to routine audits by taxing jurisdictions; however, there are no audits for any tax periods in progress. The Plan Administrators believes it is no longer subject to income tax examinations for years prior to the applicable statute of limitation.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART XII, LINE 4b
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06830
IRS990ScheduleD/TotalExpensesPerForm990Amt0175810351
IRS990ScheduleD/TotalRevenuePerForm990Amt0178040606
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0178040606
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0175810351
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A VEBA TRUST WHICH IS GOVERNED BY THE PROVISIONS OF THE TRUST AGREEMENT LINCOLN'S AVP - HEALTH AND WELFARE BENEFITS HAS OVERSIGHT FOR THE VEBA TRUST AND COMPLIANCE WITIH THE TRUST AGREEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAN DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO ELIGIBLE EMPLOYEES, AGENTS, PLANNERS AND RETIREES WHO ARE COVERED BY THE VEBA TRUST, UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FINANCIAL STATEMENT VARIANCE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0FINANCIAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0LINCOLN FINANCIAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt08805 INDIAN HILLS DRIVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0OMAHA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0NE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd068114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019113945
IRS990/TotalAssetsEOYAmt019603002
IRS990/TotalAssetsGrp/BOYAmt019113945
IRS990/TotalAssetsGrp/EOYAmt019603002
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0175810351
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175810351
IRS990/TotalGrossUBIAmt0541464
IRS990/TotalLiabilitiesBOYAmt024673897
IRS990/TotalLiabilitiesEOYAmt020286354
IRS990/TotalLiabilitiesGrp/BOYAmt024673897
IRS990/TotalLiabilitiesGrp/EOYAmt020286354
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-5559952
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-683352
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0177208586
IRS990/TotalReportableCompFromOrgAmt015752
IRS990/TotalRevenueGrp/ExclusionAmt0290556
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0177208586
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0178040606
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0541464
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019113945
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019603002
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 10316
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050306
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06025620883
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN NATIONAL CORPORATION VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0356388925
ReturnHeader/Filer/PhoneNum06025620883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10316
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050306
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-06T10:01:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.