Form D · Insurance
Lincoln Life Separate Account BL3, The Lincoln National Life Insurance Co
Fort Wayne, IN · CIK 0001491556
Offering snapshot reported Dec 15, 2025 · SEC filing
- Reported sold
- $101M Indefinite offering
- Investors reported
- 6 Form D · investor count
- Minimum accepted
- $1M Reported outside-investor minimum
- First sale
- Dec 28, 2009 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Dec 15, 2025 | Initial | $100,786,910 | No comparison | 6 | SEC filing |
| Dec 10, 2024 | Initial | $101,640,688 | No comparison | 6 | SEC filing |
| Dec 19, 2023 | Initial | $102,217,805 | No comparison | 7 | SEC filing |
| Dec 13, 2022 | Initial | $102,441,860 | No comparison | 7 | SEC filing |
| Dec 8, 2021 | Initial | $103,424,294 | No comparison | 7 | SEC filing |
| Dec 30, 2020 | Initial | $113,756,332 | No comparison | 8 | SEC filing |
| Dec 12, 2019 | Initial | $114,341,265 | No comparison | 8 | SEC filing |
| Dec 11, 2018 | Initial | $114,802,668 | No comparison | 8 | SEC filing |
| Dec 18, 2017 | Initial | $115,180,158 | No comparison | 8 | SEC filing |
| Dec 8, 2016 | Initial | $116,636,062 | No comparison | 8 | SEC filing |
| Dec 11, 2015 | Initial | $120,627,954 | No comparison | 9 | SEC filing |
| Dec 11, 2014 | Amendment | $124,904,977 | -$498,297vs Dec 11, 2013 | 9 | SEC filing |
| Dec 11, 2013 | Initial | $125,403,274 | No comparison | 9 | SEC filing |
| Dec 31, 2012 | Initial | $124,650,607 | No comparison | 8 | SEC filing |
| Oct 7, 2011 | Initial | $114,150,607 | No comparison | 7 | SEC filing |
| Jun 17, 2010 | Initial | $6,091,351 | No comparison | 2 | 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
- $8.02M
- Finders' fees
- $0
- Form D file number
- 021-566772
Interest in Separate Account issued pursuant to variable life insurance policies.
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Joseph Todd Carpenter | 2905361 | NFP Securities · CRD 42046 |
| John L. Carpenter | 236116 | NFP Securities · CRD 42046 |
| William J. Lynch III | 1060714 | Lynch & Associates · CRD 140762 |
| Eric Naison-Phillips | 5155539 | M Holdings Securities Inc. · CRD 43285 |
| David Brown | 4517564 | Kestra Investment · 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
SAB3
Investment adviser: LINCOLN FINANCIAL INVESTMENTS CORPORATION
- Gross asset value
- $210M
- Beneficial owners
- 5
- 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 805-2606079006
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 | Executive |
| Randall Freitag | 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, Executive |
Issuer details
Industry: Insurance (See others in industry)
Address:Fort Wayne, IN, 46802