Benefits broker of record · SAN DIEGO, CA
LPL FINANCIAL LLC ATTN ACCOUNTS REC
LPL FINANCIAL LLC ATTN ACCOUNTS REC of SAN DIEGO, CA is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
2
Book size
$10k–100k
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| O'DONNELL & NACCARATO, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
| O'DONNELL & NACCARATO, INC. | PRINCIPAL LIFE INSURANCE COMPANY | December |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A