Benefits broker of record
LINCOLN FINANCIAL ADVISORS
LINCOLN FINANCIAL ADVISORS is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of LINCOLN FINANCIAL ADVISORS.
5 contracts on file name LINCOLN FINANCIAL ADVISORS 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 FINANCIAL ADVISORS brokers 5 insured contracts for 5 employers, across 5 states, led by CA, DC, NY.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 60%); LINCOLN NATIONAL LFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3
- LINCOLN NATIONAL LFE INSURANCE COMPANY1
- VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY1
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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| CHILD DEVELOPMENT CENTER OF NATRONA COUNTY | CASPER, WY | LINCOLN NATIONAL LFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LUKJAN METAL PRODUCTS, INC. | CONNEAUT, OH | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2023 |
| COMMUNITY HEALTHCARE NETWORK, INC. | NEW YORK, NY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| ORCHARD HOSPITAL | GRIDLEY, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. | WASHINGTON, DC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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