Benefits broker of record · WYNCOTE, PA
LINCOLN INVESTMENT PLANNING LLC
LINCOLN INVESTMENT PLANNING LLC of WYNCOTE, PA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 5 offices of LINCOLN INVESTMENT PLANNING, INC..
Book profile
LINCOLN INVESTMENT PLANNING LLC brokers 3 insured contracts for 3 employers, across 3 states, led by NC, NJ, TX.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (3, 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 |
|---|---|---|---|
| PRO COMPUTER SERVICE, LLC | MOORESTOWN, NJ | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| RALEIGH NEUROLOGY ASSOCIATES, P.A. | RALEIGH, NC | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| LIQUID ENVIRONMENTAL SOLUTIONS CORPORATION | IRVING, TX | JOHN HANCOCK 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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