Lincoln National Corp
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Lincoln National has 10 disclosed suppliers and 2 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceAthene Effective October 1, 2018, we entered into a modified coinsurance agreement with Athene Holding Ltd. ("Athene") to reinsure fixed annuity products, which resulted in a deposit asset of $ 1.7 billion and $ 2.1 billion as of December 31, 2025 and 2024, respectively.
LNC 10-Kaccession 0000059558-26-000016
SentenceCommonwealth Effective January 15, 2020, we entered into a coinsurance agreement with Commonwealth Annuity and Life Insurance Company ("Commonwealth") to reinsure fixed annuity products, which resulted in a net deposit asset of $ 11.5 billion and $ 9.5 billion as of December 31, 2025 and 2024, respectively.
LNC 10-Kaccession 0000059558-26-000016
SentenceThe effectiveness of our internal control over financial reporting as of December 31, 2025, has been audited by Ernst & Young LLP, an independent registered public accounting firm, as stated in their report which is included on the following page.
LNC 10-Kaccession 0000059558-26-000016
SentenceMembership allows LNL access to the FHLBI's financial services, including the ability to obtain loans as an alternative source of liquidity, and to issue funding agreements, both of which are collateralized by qualifying mortgage-related assets, agency securities or U.S. Treasury securities.
LNC 10-Kaccession 0000059558-26-000016
SentenceLNL is a member of the FHLB of Indianapolis ("FHLBI") and, through membership, has the ability to issue funding agreements.
LNC 10-Kaccession 0000059558-26-000016
SentenceEffective October 1, 2023, we entered into reinsurance agreements with Fortitude Re to reinsure liabilities under certain blocks of in-force UL with secondary guarantees and MoneyGuard ® .
LNC 10-Kaccession 0000059558-26-000016
SentenceDuring 2025, LNL entered into affiliate reinsurance transactions with Lincoln Pinehurst Reinsurance Company (Bermuda) Limited ("LPINE"), a wholly owned subsidiary of LNC that operates as a Bermuda-based life and annuity reinsurance company.
LNC 10-Kaccession 0000059558-26-000016
SentenceThe sale of individual life and individual and group annuity business acquired from Liberty Life Assurance Company of Boston completed May 1, 2018 resulted in amounts recoverable from Protective of $ 8.1 billion and $ 8.4 billion as of December 31, 2025 and 2024, respectively.
LNC 10-Kaccession 0000059558-26-000016
SentenceResolution Life Effective October 1, 2021, we entered into a reinsurance agreement with Security Life of Denver Insurance Company (a subsidiary of Resolution Life that we refer to herein as "Resolution Life") to reinsure liabilities under a block of in-force executive benefit and universal life policies.
LNC 10-Kaccession 0000059558-26-000016
SentenceAs such, Swiss Re reinsured certain liabilities and obligations under the indemnity reinsurance agreements.
LNC 10-Kaccession 0000059558-26-000016
SentenceOn May 13, 2025, LNC exercised in full its issuance right under the Trust I Facility Agreement and on May 15, 2025, LNC issued $ 500 million aggregate principal amount of the 2.330 % Senior Notes to Trust I in exchange for the Trust I Eligible Assets, which had a fair value of $ 418 million when the 2.330 % Senior Notes were issued.
LNC 10-Kaccession 0000059558-26-000016
SentenceThe majority of our interest credited relates to our reinsurance operations sold to Swiss Re Life & Health America, Inc. ("Swiss Re") in 2001.
LNC 10-Kaccession 0000059558-26-000016
Lincoln National Corp
40.99
Largest filed tie
—
Expected move
Inputsstraddle ±8.0%
spot 41.01exp Nov 20ATM strike 40ATM straddle 3.85IV 49%