Benefits broker of record · SCOTTSDALE, AZ
LINCOLN - APS
LINCOLN - APS of SCOTTSDALE, AZ is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
5 contracts on file name LINCOLN - APS as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LINCOLN - APS brokers 5 insured contracts for 4 employers, across 4 states, led by WI, CA, MI.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| EVERGREEN RETIREMENT COMMUNITY, INC. | OSHKOSH, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| D. A. BLODGETT - ST. JOHN'S | GRAND RAPIDS, MI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BETHESDA HEALTH GROUP, INC. | ST. LOUIS, MO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| SAN DOMENICO SCHOOL | SAN ANSELMO, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| EVERGREEN RETIREMENT COMMUNITY, INC. | OSHKOSH, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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