Benefits broker of record
LPL FINANCIAL LLC
LPL FINANCIAL LLC is named as the broker of record on 26 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
26
Book size
$100k–1M
States
—
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| OUR COMMUNITY CREDIT UNION | JOHN HANCOCK LIFE INSURANCE COMPANY | December |
| PARAMOUNT STAFFING PERM, LLC | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| CHOSEN FOODS, LLC | VOYA RETIREMENT INSURANCE & ANNUITY | December |
| MOORE, INGRAM, JOHNSON, & STEELE, LLP | MINNESOTA LIFE INSURANCE COMPANY | December |
| LGT TRANSPORT, LLC | JOHN HANCOCK LIFE INSURANCE COMPANY | December |
Subscriber access
21 more plans in LPL FINANCIAL LLC'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