Benefits broker of record · WOODLAND HILLS, CA
LINCOLN INVESTMENT PLANNING INC
LINCOLN INVESTMENT PLANNING INC of WOODLAND HILLS, CA is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.
One of 5 offices of LINCOLN INVESTMENT PLANNING, INC..
Book profile
LINCOLN INVESTMENT PLANNING INC brokers 1 insured contract for 1 employer, all in Arizona.
LINCOLN INVESTMENT PLANNING LLC writes the most contracts in the book (1, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
- LINCOLN INVESTMENT PLANNING LLC1
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 |
|---|---|---|---|
| MORIA DEVELOPMENT DBA PEOPLES MORTGAGE | TEMPE, AZ | LINCOLN INVESTMENT PLANNING LLCAnnuity / 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 year 2025 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both