Benefits broker of record · FT WAYNE, IN
LINCOLN FINANCIAL ADVISORS
LINCOLN FINANCIAL ADVISORS of FT WAYNE, IN is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of LINCOLN FINANCIAL ADVISORS.
Book profile
LINCOLN FINANCIAL ADVISORS brokers 3 insured contracts for 2 employers, across 2 states, led by KY, GA.
LINCOLN-APS writes the most contracts in the book (2, about 67%); NATIONWIDE LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
- LINCOLN-APS2
- NATIONWIDE LIFE INSURANCE 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 |
|---|---|---|---|
| VERTICAL COMMUNICATIONS, INC. | ROSWELL, GA | NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| COMMONSPIRIT HEALTH | ERLANGER, KY | LINCOLN-APSAnnuity / GIC | —FY2024 |
| COMMONSPIRIT HEALTH | ERLANGER, KY | LINCOLN-APSAnnuity / 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 2023–2024 on this page)
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