Standard 401k to Lincoln Financial
Jun 01, 2023
This article will describe the file transformation that has been created in datamoov to transform the standard 401k file format to the Lincoln Financial file specifications. This transformation is used in a detamoov integration with Lincoln Financial.
| Source File | Destination file |
| Standard 401k | Lincoln Financial |
File Specifications
| File Type Generated | CSV |
| Header Row(s) Generated | Yes |
| Footer Row(s) Generated | No |
| End of Row Character | CRLF |
| File Naming Generated |
Production:[PLANID-CUSTOM FIELD]-[DATETIME IN YYYYMMHHMMSS].csv Testing: TEST-[PLANID-CUSTOM FIELD]-[DATETIME IN YYYYMMHHMMSS].csv |
Field Mappings
The table below details the specific field mapping and transformation rules applied to ensure the Lincoln Financial Payroll Contribution csv format is created correctly from the standard 401k format.
BODY
| Lincoln Financial Field Name | Standard 401k Field Name | Field Size | Details |
| PAY DATE | PAYROLL CHECK DATE | 10 | MM/DD/YYYY |
| LOCATION | 20 | ||
| LOCATION EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| LOCATION EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| EMPLOYEE ID | EMPLOYEE NUMBER | 20 | |
| SSN | SSN | 11 | ###-##-#### OR ######### |
| FIRST NAME | FIRST NAME | 15 | |
| MIDDLE INITIAL | MIDDLE NAME/INITIAL | 1 | |
| LAST NAME | LAST NAME | 20 | |
| GENDER | GENDER | 1 |
FEMALE = F MALE = M UNREPORTED = U |
| MARITAL STATUS | MARITAL STATUS | 1 |
MARRIED = M SINGLE = S DIVORCED - D(ALLIANCE) WIDOWED = W(ALLIANCE) |
| BIRTH DATE | DOB | 10 | MM/DD/YYYY |
| ADDRESS 1 | ADDRESS LINE 1 | 35 | |
| ADDRESS 2 | ADDRESS LINE 2 | 35 | |
| CITY | CITY | 35 | |
| STATE | STATE | 2 | |
| ZIP CODE | ZIP | 10 | ##### OR #####-#### |
| COUNTRY | 30 | DEFAULT TO USA | |
| FOREIGN ADDRESS INDICATOR | 1 | ||
| PAYROLL FREQUENCY | 1 |
WEEKLY = W BI-WEELY = B SEMI-MONTHLY = S MONTHLY = M |
|
| EMPLOYMENT STATUS CODE | EMPLOYMENT STATUS | 2 | |
| HIRE DATE | HIRE DATE | 10 | MM/DD/YYYY |
| MOST RECENT TERM DATE | TERMINATION DATE | 10 | MM/DD/YYYY |
| MOST RECENT REHIRE DATE | REHIRE DATE | 10 | MM/DD/YYYY |
| LEAVE START DATE | 10 | MM/DD/YYYY | |
| LEAVE END DATE | 10 | MM/DD/YYYY | |
| DEPARTMENT | 20 | ||
| DEPARTMENT EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| DEPARTMENT EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| DIVISION | 20 | ||
| DIVISION EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| DIVISION EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| EXCLUDED CLASS | 1 | ||
| EXCLUDED CLASS START DATE | 10 | MM/DD/YYYY | |
| EXCLUDED CLASS END DATE | 10 | MM/DD/YYYY | |
| EMPLOYEE TYPE | 2 | ||
| EMPLOYEE TYPE EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| EMPLOYEE TYPE EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| UNION INDICATOR | 1 | ||
| UNION INDICATOR EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| UNION INDICATOR EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| CLIENT PROVIDED ELIGIBILITY | 1 | ||
| CLIENT PROVIDED ELIGIBILITY EFFECTIVE START DATE | 10 | MM/DD/YYYY | |
| CLIENT PROVIDED ELIGIBILITY EFFECTIVE END DATE | 10 | MM/DD/YYYY | |
| PRIMARY PHONE NUMBER | PHONE | 12 | ###-###-#### OR ########## |
| SECONDARY PHONE NUMBER | 12 | ###-###-#### OR ########## | |
| PRIMARY EMAIL ADDRESS | 50 | ||
| ANNUAL SALARY | 12 | #########.## | |
| GROSS COMPENSATION | CURRENT PAY PERIOD GROSS PAY | 12 | #########.## |
| PLAN COMPENSATION | CURRENT PAY PERIOD GROSS PAY | 12 | #########.## |
| HCE INDICATOR | HIGHLY COMPENSATED EMPLOYEE | 1 |
YES = Y NO = N |
| HOURS | CURRENT PAY PERIOD HOURS WORKED | 12 | #########.## |
| (PLAN ID)_EE SALARY DEFERRAL | CURRENT PAYROLL EMPLOYEE PRETAX CONTRIBUTION | 10 | #######.## |
| (PLAN ID)-ROTH | CURRENT PAYROLL EMPLOYEE ROTH CONTRIBUTION | 10 | #######.## |
| (PLAN ID)_EMPLOYER MATCH | CURRENT PAYROLL EMPLOYER MATCH CONTRIBUTION | 10 | #######.## |
| (PLAN ID)_SAFE HARB/SIMP MATCH | CURRENT PAYROLL SAFE HARBOR EMPLOYER MATCH | 10 | #######.## |
| (PLAN ID)_SH/SIMPLE NON ELEC | CURRENT PAYROLL SAFE HARBOR NON ELECTIVE | 10 | #######.## |
| (PLAN ID)_ER DISCRETIONARY | CURRENT PAYROLL NON ELECTIVE CONTRIBUTION | 10 | #######.## |
| (PLAN ID)_FIRST LOAN ID | 401K LOAN 1 ID | 1 | |
| (PLAN ID)_FIRST LOAN REPAYMENT | 401K LOAN 1 REPAYMENT | 10 | #######.## |
| (PLAN ID)_SECOND LOAN ID | 401K LOAN 2 ID | 1 | |
| (PLAN ID)_SECOND LOAN REPAYMENT | 401K LOAN 2 REPAYMENT | 10 | #######.## |
| (PLAN ID)_THIRD LOAN ID | 1 | ||
| (PLAN ID)_THIRD LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_FOURTH LOAN ID | 1 | ||
| (PLAN ID)-FOURTH LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_FIFTH LOAN ID | 1 | ||
| (PLAN ID)_FIFTH LOAN REPAYMENTS | 10 | #######.## | |
| (PLAN ID)_SIXTH LOAN ID | 1 | ||
| (PLAN ID)_SIXTH LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_SEVENTH LOAN ID | 1 | ||
| (PLAN ID)_SEVENTH LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_EIGHTH LOAN ID | 1 | ||
| (PLAN ID)_EIGHTH LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_NINTH LOAN ID | 1 | ||
| (PLAN ID)_NINTH LOAN REPAYMENT | 10 | #######.## | |
| (PLAN ID)_TENTH LOAN ID | 1 | ||
| (PLAN ID)_TENTH LOAN REPAYMENT | 10 | #######.## |
