Benefits broker of record · SAN DIEGO, CA
LPL FINANCIAL CORPORATION
LPL FINANCIAL CORPORATION of SAN DIEGO, CA is named as the broker of record on 547 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
547
Book size
$1M+
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| EMPLOYER FLEXIBLE | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
| PROSKAUER ROSE LLP | METROPOLITAN LIFE INSURANCE COMPANY | December |
| HUGHES FEDERAL CREDIT UNION | JOHN HANCOCK LIFE INSURANCE COMPANY | December |
| TLC ENGINEERING SOLUTIONS, INC. | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| MIROBITO HOLDINGS, INC. | AMERITAS LIFE INSURANCE CORP. OF NEW YORK | December |
Subscriber access
542 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