Benefits broker of record
LPL FINANCIAL CORPORATION
LPL FINANCIAL CORPORATION is named as the broker of record on 28 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
28
Book size
$100k–1M
States
—
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| OUR COMMUNITY CREDIT UNION | SHELTON, WA | JOHN HANCOCK LIFE INSURANCE COMPANY | December |
| PARAMOUNT STAFFING PERM, LLC | NORTHBROOK, IL | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| CHOSEN FOODS, LLC | SAN DIEGO, CA | VOYA RETIREMENT INSURANCE & ANNUITY | December |
| MOORE, INGRAM, JOHNSON, & STEELE, LLP | MARIETTA, GA | MINNESOTA LIFE INSURANCE COMPANY | December |
| LGT TRANSPORT, LLC | OMAHA, NE | JOHN HANCOCK LIFE INSURANCE COMPANY | December |
Subscriber access
23 more plans in LPL FINANCIAL CORPORATION'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