Benefits broker of record · CLINTON, WI
LPL FINANCIAL, LLC
LPL FINANCIAL, LLC of CLINTON, WI is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
11
Book size
$100k–1M
States
WI
Book profile
LPL FINANCIAL, LLC brokers 11 insured contracts for 11 employers covering 6,339 people, across at least 6 states, led by CA, LA, GA.
STANDARD INSURANCE COMPANY writes the most contracts in the book (7, about 64%); MINNESOTA LIFE INSURANCE COMPANY follow.
Renewals concentrate in December — 91% of contracts — so most of the book comes up for review at once.
Carriers in the book
Employer states
Renewals by month
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| BIG C LUMBER CO., INC. | GRANGER, IN | MINNESOTA LIFE INSURANCE COMPANY | December |
| METRO HOMES, INC. | WASHINGTON, DC | STANDARD INSURANCE COMPANY | December |
| ACTION SAFETY SUPPLY CO. | OKLAHOMA CITY, OK | MINNESOTA LIFE INSURANCE COMPANY | December |
| COOSA VALLEY CREDIT UNION | ROME, GA | MINNESOTA LIFE INSURANCE COMPANY | December |
| SPALDINGS, INC. | SPOKANE, WA | STANDARD INSURANCE COMPANY | September |
Subscriber access
6
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