Form D · Insurance
Lincoln Life Separate Account BL2 of the Lincoln National Life Insurance Co
Fort Wayne, IN · CIK 0001460116
Offering snapshot reported Dec 16, 2025 · SEC filing
- Reported sold
- $102M Indefinite offering
- Investors reported
- 61 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Apr 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 16, 2025 | Initial | $101,934,935 | No comparison | 61 | SEC filing |
| Dec 10, 2024 | Initial | $107,498,898 | No comparison | 61 | SEC filing |
| Dec 19, 2023 | Initial | $108,241,622 | No comparison | 62 | SEC filing |
| Dec 13, 2022 | Initial | $113,115,032 | No comparison | 62 | SEC filing |
| Dec 8, 2021 | Initial | $118,267,053 | No comparison | 64 | SEC filing |
| Dec 28, 2020 | Initial | $120,059,367 | No comparison | 65 | SEC filing |
| Dec 12, 2019 | Initial | $128,932,666 | No comparison | 67 | SEC filing |
| Dec 7, 2018 | Initial | $135,043,728 | No comparison | 70 | SEC filing |
| Dec 18, 2017 | Initial | $145,766,476 | No comparison | 72 | SEC filing |
| Dec 8, 2016 | Initial | $154,220,158 | No comparison | 74 | SEC filing |
| Dec 11, 2015 | Initial | $169,682,159 | No comparison | 75 | SEC filing |
| Dec 5, 2014 | Amendment | $182,198,700 | -$2,830,007vs Dec 11, 2013 | 79 | SEC filing |
| Dec 11, 2013 | Amendment | $185,028,707 | $0vs Dec 11, 2013 | 80 | SEC filing |
| Dec 11, 2013 | Initial | $185,028,707 | No comparison | 80 | SEC filing |
| Dec 31, 2012 | Initial | $182,648,883 | No comparison | 77 | SEC filing |
| Oct 7, 2011 | Initial | $177,666,664 | No comparison | 74 | SEC filing |
| Jun 17, 2010 | Amendment | $161,113,833 | No comparison | 64 | 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
- $1.3M
- Finders' fees
- $0
- Form D file number
- 021-566937
Interest in Separate Accounts issued pursuant to variable life insurance policies.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Douglas George | 2519257 | ProEquities · CRD 15708 |
| David Brown | 45175654 | Kestra Investment Services · CRD 42046 |
| Daniel L. Barbaree | 5610612 | The Leaders Group · CRD 37157 |
| James Cole | 2941597 | Bosc, Inc. · CRD 17530 |
| Jeffrey Davis | 2187246 | M. Holdings Securities · CRD 43285 |
| Joseph L. Carpenter | 2361166 | NFP Securities · CRD 42046 |
| Geoffrey L. Bradley | 1491479 | Transamerica Financial Advisors, Inc · CRD 16164 |
| Paul J. Scioli | 1448021 | MML Investors Services, Inc. · CRD 10409 |
| James Bethea | 1420104 | Securities America, Inc. · CRD 10205 |
| James R. Wagner, Jr. | 1443094 | Capital Analysts · CRD 5478 |
| Eric Naison-Phillips | 5155539 | M. Holdings Securities Inc. · CRD 42046 |
| Charles R. Dudley II | 845914 | UVEST Investment Services · CRD 13787 |
| Carol W. Linker | 1545247 | Linsco/Private Ledger · CRD 6413 |
| Peter Menihan | 715261 | Cetera Advisors, LLC · CRD 10299 |
| Stephen L. Coale | 1292536 | Amherst Securities Group L.P. · CRD 150696 |
| Joseph Todd Carpenter | 2905361 | NFP Executive Benefits LLC · CRD 42046 |
| Robert C. Ernst | 1039569 | NFP Securities · CRD 42046 |
| David A. Soczek | 2316655 | ProEquities, Inc. · CRD 15708 |
| Thomas E. Reece | 2375520 | Transamerica Financial Advisors, Inc. · CRD 45527 |
| Bruce Havacek | 2777274 | The Leaders Group · CRD 37157 |
Source: Form D, filed Dec 16, 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
SAB2
Investment adviser: LINCOLN FINANCIAL INVESTMENTS CORPORATION
- Gross asset value
- $49.1M
- Beneficial owners
- 29
- 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 805-1149115363
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 J Burns | Executive |
| Ellen Cooper | Director, Executive |
| Charles C. Cornelio | Director, Executive |
| Frederick J. Crawford | Director, Executive |
| C. Phillip Elam, Iii | Director, Executive |
| Cooper Ellen | Director, Executive |
| Randall Freitag | Executive |
| Wilford H Fuller | Director, Executive |
| Charles C. 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 Neczypoir | 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, Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:Fort Wayne, IN, 46802