Public Charity

LINCOLN NATIONAL CORPORATION VEBA TRUST

LINCOLN NATIONAL CORPORATION VEBA TRUST is a Public Charity headquartered in DES MOINES, IA. Financial data from the 2024 filing: $178.0M revenue, $175.8M expenses, $19.6M total assets.

EIN: 356388925 DES MOINES, IA Latest filing: 2024
Total Revenue$178.0M
Total Expenses$175.8M
Total Assets$19.6M
Grant Records0
Filing Years2019–2024

Mission

FUNDING HEALTH AND WELFARE BENEFITS FOR PARTICIPATING EMPLOYEES, AGENTS, PLANNERS AND RETIREES FOR LINCOLN NATIONAL CORPORATION

Where $100 goes at Lincoln National Corporation Veba Trust

How Lincoln National Corporation Veba Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.

$100 Programs the work itself
<$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $100 for programs

$100
Funding health and welfare benefits for participating employees, agents, planners and retirees for lincoln national corporation
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Financial Trends

Year Revenue Expenses Assets
2024 $178.0M $175.8M $19.6M
2023 $166.2M $170.5M $19.1M
2022 $164.5M $176.3M $22.1M
2020 $148.7M $141.3M $35.1M
2019 $138.9M $149.1M $26.4M

Between 2019 and 2024, reported annual revenue grew from $138.9M to $178.0M (+28%), with total assets most recently reported at $19.6M.

Interactive year-over-year charts and full filing details available with membership.

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