Form D · Insurance
LINCOLN LIFE SEPARATE ACCOUNT BL1 OF THE LINCOLN NATIONAL LIFE INS. CO
Fort Wayne, IN · CIK 0001460180
Offering snapshot reported Dec 15, 2025 · SEC filing
- Reported sold
- $37.2M Indefinite offering
- Investors reported
- 20 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Jun 30, 2008 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 15, 2025 | Initial | $37,184,618 | No comparison | 20 | SEC filing |
| Dec 10, 2024 | Initial | $37,277,023 | No comparison | 20 | SEC filing |
| Dec 19, 2023 | Initial | $38,743,606 | No comparison | 21 | SEC filing |
| Dec 13, 2022 | Initial | $39,753,817 | No comparison | 21 | SEC filing |
| Dec 8, 2021 | Initial | $39,849,162 | No comparison | 21 | SEC filing |
| Dec 28, 2020 | Initial | $40,489,024 | No comparison | 21 | SEC filing |
| Dec 12, 2019 | Initial | $41,246,166 | No comparison | 23 | SEC filing |
| Dec 7, 2018 | Initial | $41,005,043 | No comparison | 24 | SEC filing |
| Dec 18, 2017 | Initial | $41,012,276 | No comparison | 24 | SEC filing |
| Dec 8, 2016 | Initial | $41,688,312 | No comparison | 24 | SEC filing |
| Dec 11, 2015 | Initial | $42,160,871 | No comparison | 27 | SEC filing |
| Dec 5, 2014 | Amendment | $41,779,090 | -$433,701vs Dec 4, 2013 | 27 | SEC filing |
| Dec 4, 2013 | Initial | $42,212,791 | No comparison | 27 | SEC filing |
| Dec 31, 2012 | Initial | $35,727,891 | No comparison | 25 | SEC filing |
| Oct 5, 2011 | Initial | $36,542,086 | No comparison | 26 | SEC filing |
| Jun 17, 2010 | Amendment | $15,865,315 | No comparison | 25 | SEC filing |
| Mar 13, 2009 | Paper | Not reported | No comparison | Not reported | SEC filing |
Offering details
- Securities
- Pooled investment fund, Other
- Exemptions
- 3C, 3C.1, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $388K
- Finders' fees
- $0
- Form D file number
- 021-566778
Interests in Separate Accounts issued pursuant to variable life insurance policies.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Joseph L. Carpenter | 2361166 | NFP Securities · CRD 42046 |
| Peter Menihan | 715261 | Cetera Advisors · CRD 10299 |
| Charles R. Dudley, II | 845914 | UVEST Investment Services · CRD 13787 |
| James T. Bethea | 1420104 | Securities America, Inc. · CRD 10205 |
| William J. Lynch III | 1060714 | Lynch & Associates · CRD 140762 |
| Joseph Todd Carpenter | 2905361 | NFP Securities · CRD 42046 |
| David Brown | 4517564 | Kestra Investment Services · CRD 42046 |
Source: Form D, filed Dec 15, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
The linked fund shows its most recently reported ADV details.
Matched by reported Form D file number
SAB1
Investment adviser: LINCOLN FINANCIAL INVESTMENTS CORPORATION
- Gross asset value
- $42.3M
- Beneficial owners
- 11
- ADV minimum commitment
- $0
Reported in Form ADV on Sep 11, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Filing source
Form ADV 2130263 · Sep 11, 2026 · Schedule D 7.B.(1), fund 805-9345986752
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Craig Beizer | Director, Executive |
| Charles A Brawley | Director, Executive |
| Jayson R Bronchetti | Director, Executive |
| Michael Burns | Executive |
| Ellen Cooper | Director, Executive |
| Charles C. Cornelio | Director, Executive |
| Frederick J Crawford | Director, Executive |
| C. Phillip Elam, Iii | Executive |
| Randall Freitag | Director, Executive |
| Wilford H Full | Director, Executive |
| Wilford H Fuller | Director, Executive |
| Dennis R. Glass | Director, Executive |
| Kirkland L Hicks | Director, Executive |
| Mark E Konen | Director, Executive |
| John G Morriss | Director, Executive |
| Christopher M Neczypor | Director, Executive |
| Leon E Roday | Director, Executive |
| Keith J Ryan | Director, Executive |
| Lawrence A Samplatsky | Executive |
| Rise C.M. Taylor | Executive |
| Eric B Wilmer | Director |
Issuer details
Industry: Insurance (See others in industry)
Address:Fort Wayne, IN, 46802