Benefits broker of record
LPL FINANCIAL CORPORATION
LPL FINANCIAL CORPORATION is named as the broker of record on 31 insurance contracts in public Form 5500 Schedule A filings.
One of 69 offices of LPL FINANCIAL CORPORATION.
31 contracts on file name LPL FINANCIAL CORPORATION 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
LPL FINANCIAL CORPORATION brokers 31 insured contracts for 30 employers, across 18 states, led by CA, NE, VA.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (10, about 32%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| AMERICAN HEALTHCARE, LLC | ROANOKE, VA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| EGER LUTHERAN HOMES AND SERVICES, INC. | STATEN ISLAND, NY | LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKAnnuity / GIC | —FY2024 |
| PARAMOUNT STAFFING PERM, LLC | NORTHBROOK, IL | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| BONNER GENERAL HOSPITAL, INC. | SANDPOINT, ID | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2024 |
| MEDICAL EXTRUSION TECHNOLOGIES, INC. | MURRIETA, CA | JACKSON NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 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