Benefits broker of record · SCOTTSDALE, AZ
LINCOLN FINANCIAL ADVISORS
LINCOLN FINANCIAL ADVISORS of SCOTTSDALE, AZ is named as the broker of record on 16 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of LINCOLN FINANCIAL ADVISORS.
16 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 16 insured contracts for 15 employers, across 8 states, led by IN, CA, VA.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (16, 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 |
|---|---|---|---|
| CANTERBURY SCHOOL | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTION | RICHMOND, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE REDWOODS A COMMUNITY OF SENIORS | MILL VALLEY, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE ARC OF CENTRAL ALABAMA, INC | BIRMINGHAM, AL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BOWEN HEALTH | WARSAW, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in LINCOLN FINANCIAL ADVISORS's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
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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